# Portfolio overlap — MFEM vs SLASX Comparing **PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF** (2026-03-31) and **Selected American Shares** (2026-03-31). - Shared positions: 3 - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF covered by Selected American Shares: 0.02313409785451309971861921378 - Selected American Shares covered by PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF: 0.02313409785451309971861921378 ## PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF — top positions | Security | Weight | Shared | |----------|--------|--------| | HYUNDAI MOTOR CO COMMON STOCK KRW5000.0 | 0.026253 | | | DELTA ELECTRONICS INC COMMON STOCK TWD10.0 | 0.021169 | | | PETROLEO BRASILEIRO SA - PETRO PREFERENCE | 0.015555 | | | HON HAI PRECISION INDUSTRY COMMON STOCK TWD10.0 | 0.013624 | | | SAMSUNG ELECTRONICS CO LTD COMMON STOCK KRW100.0 | 0.011966 | ✓ | | SK HYNIX INC COMMON STOCK KRW5000.0 | 0.011943 | | | TAIWAN SEMICONDUCTOR MANUFACTU COMMON STOCK TWD10.0 | 0.011573 | | | ASE TECHNOLOGY HOLDING CO LTD COMMON STOCK TWD10.0 | 0.011351 | | | HYUNDAI MOBIS CO LTD COMMON STOCK KRW5000.0 | 0.011172 | | | CHINA HONGQIAO GROUP LTD COMMON STOCK USD.01 | 0.011108 | | | POSCO HOLDINGS INC COMMON STOCK KRW5000.0 | 0.010905 | | | PETROCHINA CO LTD H COMMON STOCK CNY1.0 | 0.010368 | | | PING AN INSURANCE GROUP CO OF COMMON STOCK CNY1.0 | 0.009942 | ✓ | | DOOSAN CO LTD COMMON STOCK KRW5000.0 | 0.009776 | | | VALE SA COMMON STOCK | 0.009632 | | | NETEASE INC COMMON STOCK USD.0001 | 0.009599 | | | GOLD FIELDS LTD COMMON STOCK ZAR.5 | 0.009454 | | | KOREA ELECTRIC POWER CORP COMMON STOCK KRW5000.0 | 0.008490 | | | INDUSTRIAL and COMMERCIAL BANK O COMMON STOCK CNY1.0 | 0.007944 | | | VALTERRA PLATINUM LTD COMMON STOCK ZAR.1 | 0.007895 | | | ITAU UNIBANCO HOLDING S PREF PREFERENCE | 0.007793 | | | CHINA CONSTRUCTION BANK H COMMON STOCK CNY1.0 | 0.007700 | | | KIA CORP COMMON STOCK KRW5000.0 | 0.007602 | | | SIBANYE STILLWATER LTD COMMON STOCK | 0.007467 | | | KB FINANCIAL GROUP INC COMMON STOCK KRW5000.0 | 0.007444 | | | CSPC PHARMACEUTICAL GROUP LTD COMMON STOCK | 0.007209 | | | MEDIATEK INC COMMON STOCK TWD10.0 | 0.007014 | | | PTT PCL FOREIGN SH. THB1.0 A | 0.006991 | | | CHINA SHENHUA ENERGY CO LTD COMMON STOCK CNY1.0 | 0.006924 | | | ALUMINUM CORP OF CHINA LTD H COMMON STOCK CNY1.0 | 0.006328 | | | LG ELECTRONICS INC COMMON STOCK KRW5000.0 | 0.006266 | | | SHINHAN FINANCIAL GROUP LTD COMMON STOCK KRW5000.0 | 0.006224 | | | CHINA PETROLEUM + CHEMICAL H COMMON STOCK CNY1.0 | 0.006149 | | | HYUNDAI ENGINEERING + CONST COMMON STOCK KRW5000.0 | 0.005943 | | | YUM CHINA HOLDINGS INC - XHKG LISTING | 0.005776 | | | DELTA ELECTRONICS THAI FORGN FOREIGN SH. THB.1 | 0.005745 | | | YANKUANG ENERGY GROUP CO LTD COMMON STOCK CNY1.0 | 0.005685 | | | LENOVO GROUP LTD COMMON STOCK | 0.005480 | | | GRUPO MEXICO SAB DE CV SER B COMMON STOCK | 0.005049 | | | AGRICULTURAL BANK OF CHINA LTD COMMON STOCK CNY1.0 | 0.004823 | | | JIANGXI COPPER CO LTD H COMMON STOCK CNY1.0 | 0.004820 | | | SK INC COMMON STOCK KRW200.0 | 0.004812 | | | ASUSTEK COMPUTER INC COMMON STOCK TWD10.0 | 0.004596 | | | ACCTON TECHNOLOGY CORP COMMON STOCK TWD10.0 | 0.004557 | | | AMERICA MOVIL SAB DE CV COMMON STOCK | 0.004513 | | | COSCO SHIPPING HOLDINGS CO LTD COMMON STOCK CNY1.0 | 0.004272 | | | IMPALA PLATINUM HOLDINGS LTD COMMON STOCK NPV | 0.004207 | | | TENCENT HOLDINGS LTD COMMON STOCK HKD.00002 | 0.004175 | | | SASOL LTD COMMON STOCK | 0.004139 | | | ADVANCED INFO SERVICE PCL FOREIGN SH. THB1.0 A | 0.004129 | | ## Selected American Shares — top positions | Security | Weight | Shared | |----------|--------|--------| | CAPITAL ONE FINANCIAL CORP | 0.062387 | | | ALPHABET INC CL A | 0.053738 | | | META PLATFORMS INC CL A | 0.051008 | | | COTERRA ENERGY INC | 0.050371 | | | US BANCORP DEL | 0.046998 | | | VIATRIS INC | 0.044743 | | | BERKSHIRE HATHAWAY INC CL A | 0.042839 | | | MGM RESORTS INTERNATIONAL | 0.038123 | | | SAMSUNG ELECTRONICS CO LTD COMMON STOCK KRW100.0 | 0.037082 | ✓ | | AMAZON.COM INC | 0.033805 | | | CVS HEALTH CORP | 0.033804 | | | TYSON FOODS INC CL A | 0.033155 | | | DANSKE BANK A/S COMMON STOCK DKK10.0 | 0.030994 | | | TEXAS INSTRUMENTS INC | 0.028250 | | | JBS NV COMMON STOCK EUR.01 | 0.026275 | | | THE CIGNA GROUP | 0.025954 | | | WELLS FARGO & CO | 0.025613 | | | MARKEL GROUP INC | 0.023779 | | | TECK RESOURCES-B | 0.022044 | | | LYONDELLBASELL-A | 0.021887 | | | TOURMALINE OIL CORP COMMON STOCK | 0.021254 | | | APPLIED MATERIALS INC | 0.018790 | | | STONEX REPO | 0.016338 | | | UNITEDHEALTH GRP | 0.015446 | | | CHUBB LTD | 0.015135 | | | PROSUS NV COMMON STOCK EUR.05 | 0.014898 | | | SOLVENTUM CORP | 0.014537 | | | Didi Global Inc SPONSORED ADS | 0.014052 | | | AIA GROUP LTD COMMON STOCK | 0.013842 | | | PING AN INSURANCE GROUP CO OF COMMON STOCK CNY1.0 | 0.013700 | ✓ | | Chesham Finance LLC | 0.012856 | | | RESTAURANT BRANDS INTERNATIONAL INC | 0.011253 | | | CONOCOPHILLIPS | 0.011050 | | | TRIP.COM GROUP LTD ADR | 0.010601 | | | PINTEREST INC CL A | 0.010581 | | | AGCO CORP | 0.010496 | | | OWENS CORNING INC | 0.010109 | | | QUEST DIAGNOSTICS INC | 0.009984 | | | Nomura Repo | 0.007598 | | | IAC INC | 0.005636 | | | BREAN REPO | 0.003799 | | | NASPERS LTD N SHS COMMON STOCK ZAR.02 | 0.002511 | ✓ | | ORASCOM CONSTRUCTION PLC COMMON STOCK USD1.0 | 0.001543 | | | ASAC II LP UNIT SEALED | 0.000636 | | | ANGI INC | 0.000506 | | ## Sources - N-PORT (fund A) — accession `0001099263-26-007323` (as of 2026-03-31) - N-PORT (fund B) — accession `0000088808-26-000022` (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 _