# Portfolio overlap — HTDCX vs LCR Comparing **Tactical Dividend & Momentum Fund** (2026-01-31) and **Leuthold Core ETF** (2026-03-31). - Shared positions: 6 - Tactical Dividend & Momentum Fund covered by Leuthold Core ETF: 0.2650718675948606067182683265 - Leuthold Core ETF covered by Tactical Dividend & Momentum Fund: 0.2650718675948606067182683265 ## Tactical Dividend & Momentum Fund — top positions | Security | Weight | Shared | |----------|--------|--------| | VANGUARD INF T E | 0.180135 | | | TECHNOLOGY SELECT SECT SPDR MUTUAL FUND | 0.166254 | ✓ | | State StreetFinSelSectSPDRETF | 0.130102 | ✓ | | State Street Communication Services Select Sector SPDR ETF | 0.107154 | ✓ | | STATE STREET CONSUMER DISCRETIONARY SELECT S SPDR | 0.103480 | | | State Street Industrial Select Sector SPDR ETF USD Class | 0.086148 | ✓ | | State Street Health Care Select Sector SPDR ETF USD Class | 0.061775 | ✓ | | State Street Consumer Staples Select Sector SPDR ETF | 0.049747 | | | STATE STREET ENERGY SELECT SECTOR SPDR ETF MUTUAL FUND | 0.031967 | ✓ | | MSILF-TR SEC-INS | 0.024229 | | | UTILITIES SELECT SECTOR SPDR MUTUAL FUND | 0.022402 | | | STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF MUTUAL FUND | 0.018412 | | | STATE STREET MATERIALS SELECT SECTOR SPDR ETF MUTUAL FUND | 0.018195 | | ## Leuthold Core ETF — top positions | Security | Weight | Shared | |----------|--------|--------| | US BANK MMDA - USBGFS 9 | 0.160980 | | | iShares 1-3 Yr Treas | 0.156409 | | | TECHNOLOGY SELECT SECT SPDR MUTUAL FUND | 0.111813 | ✓ | | State StreetFinSelSectSPDRETF | 0.067253 | ✓ | | Direxion Daily S&P 500 Bear 1x Shares | 0.051722 | | | Invesco S&P 500 Equal Weight Consumer Discretionary ETF | 0.040331 | | | State Street Communication Services Select Sector SPDR ETF | 0.035614 | ✓ | | State Street Health Care Select Sector SPDR ETF USD Class | 0.033828 | ✓ | | VANECK GOLD MINERS ETF/USA CL USD INC 0.00000000 | 0.032857 | | | ISHARES BIOTECHNOLOGY ETF | 0.029989 | | | SPDR Bloomberg International Treasury Bond ETF | 0.023285 | | | VanEck Oil Services ETF USD Class | 0.023192 | | | Leuthold Select Industries ETF | 0.020029 | | | iShares U.S. Healthcare Providers ETF | 0.017960 | | | ISHARES 7-10 YEAR TSY. BD | 0.015954 | | | Invesco Building & Construction ETF | 0.015437 | | | iShares 5-10 Year Investment Grade Corporate Bond ETF | 0.015398 | | | iShares U.S. Transportation ETF | 0.015359 | | | ISHARES MBS ETF MUTUAL FUND | 0.014159 | | | Invesco CurrencyShares Euro Currency Trust | 0.012755 | | | iShares MSCI Global Metals & Mining Producers ETF | 0.011777 | | | State Street Industrial Select Sector SPDR ETF USD Class | 0.011601 | ✓ | | VANGUARD SHORT-TERM TIPS MUTUAL FUND | 0.010468 | | | VanEck Pharmaceutical ETF | 0.010411 | | | ISHARES U.S. INSURANCE ETF MUTUAL FUND | 0.009979 | | | SPDR BLOOMBERG INTERNATIONAL CORPORATE BOND ETF | 0.009654 | | | State Street SPDR S&P Retail ETF | 0.009447 | | | iShares International Treasury Bond ETF | 0.008890 | | | Invesco KBW Bank ETF | 0.007738 | | | State Street SPDR S&P Capital Markets ETF | 0.006449 | | | STATE STREET ENERGY SELECT SECTOR SPDR ETF MUTUAL FUND | 0.004963 | ✓ | | Invesco CurrencyShares Japanese Yen Trust | 0.004303 | | ## Sources - N-PORT (fund A) — accession `0000910472-26-004900` (as of 2026-01-31) - N-PORT (fund B) — accession `0001193125-26-244390` (as of 2026-03-31) --- _Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them._ _Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC._ _Use of this data is subject to the FundWatcher Terms of Service. Information may be used only for personal, non-commercial research and may not be redistributed. See _