# Portfolio overlap — SAMIX vs YFSNX

Comparing **Moderately Aggressive Balanced Allocation Portfolio** (2026-02-28) and **AMG Yacktman Global Fund** (2026-03-31).

- Shared positions: 1
- Moderately Aggressive Balanced Allocation Portfolio covered by AMG Yacktman Global Fund: 0.05383244438339989756889868456
- AMG Yacktman Global Fund covered by Moderately Aggressive Balanced Allocation Portfolio: 0.05383244438339989756889868456

## Moderately Aggressive Balanced Allocation Portfolio — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| VANG-IN B I-ADM | 0.198870 |  |
| SARATOGA-L VAL-I | 0.153930 |  |
| SARATOGA-LCG-I | 0.153090 |  |
| SARATOGA-M/C-I | 0.134751 |  |
| Dreyfus Instl Resv PFD GOVT INSTL | 0.085982 | ✓ |
| SARATOGA-S/C-I | 0.073914 |  |
| VANG-TO INT-ADM | 0.055943 |  |
| EV-GL MAC AR-I | 0.050180 |  |
| SARATOGA-A/T T-I | 0.044050 |  |
| SAT-HL & BIO-I | 0.025254 |  |
| VAN-ST BD I-ADM | 0.024037 |  |

## AMG Yacktman Global Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| SAMSUNG ELE-PREF | 0.141022 |  |
| BOLLORE SE | 0.099892 |  |
| CAN NATURAL RES | 0.063239 |  |
| Dreyfus Instl Resv PFD GOVT INSTL | 0.053832 | ✓ |
| NIHON PARKER CO | 0.046694 |  |
| HYUNDAI MOBIS | 0.042500 |  |
| LG H&H-PRF | 0.041675 |  |
| TOTAL ENERGY SERVICES INC COMMON STOCK | 0.040724 |  |
| COMPAGNIE DE L'O | 0.033858 |  |
| HYUNDAI MOTOR-PF | 0.030460 |  |
| HYUNDAI HOME SHO | 0.026292 |  |
| ASSOCIATED BRITISH FOODS PLC COMMON STOCK | 0.024989 |  |
| YUASA TRADING | 0.024609 |  |
| Unit Corporation | 0.018970 |  |
| AMOREPACIFIC-PRE | 0.016636 |  |
| Geumhwa PSC Co. Ltd. | 0.016020 |  |
| FOX CORPORATION B | 0.015902 |  |
| BML INC | 0.015524 |  |
| CB INDUSTRIAL PRODUCT HOLDING BHD | 0.014209 |  |
| CAC HOLDINGS COR | 0.013793 |  |
| HI-LEX CORP | 0.013548 |  |
| Sam Yung Trading Co. Ltd. | 0.011843 |  |
| U-HAUL HOLDING CO | 0.011148 |  |
| KT&G CORP | 0.010735 |  |
| SEKISUI JUSHI CORP | 0.010128 |  |
| PACK CORP | 0.009650 |  |
| SAMSUNG C&T CORP | 0.009623 |  |
| PAYPAL HOLDINGS | 0.008353 |  |
| Komelon Corp. | 0.008172 |  |
| SHINWA CO LTD | 0.007844 |  |
| PARKER CORP | 0.007646 |  |
| Amorepacific Holdings Corp | 0.007318 |  |
| Daewon San Up Co. Ltd. | 0.006673 |  |
| MEDIPAL HD | 0.006561 |  |
| Mi Chang Oil Industrial Co. Ltd. | 0.006543 |  |
| RINNAI CORPORATION | 0.005832 |  |
| KISCO Holdings Co. Ltd. | 0.005692 |  |
| KUKBO DESIGN CO LTD COMMON STOCK | 0.005365 |  |
| AMPLIFY ENERGY CORP NEW | 0.005139 |  |
| LEGACY HOUSING CORP | 0.005099 |  |
| AMERICAS CAR MART INC | 0.005083 |  |
| BRENNTAG SE COMMON STOCK | 0.005072 |  |
| Sebang Co Ltd | 0.005019 |  |
| KFC Ltd | 0.004969 |  |
| KOHSOKU CORP | 0.004507 |  |
| SCHWAB CHARLES CORP | 0.003753 |  |
| Naked Wines PLC | 0.003701 |  |
| JOHNSON&JOHNSON | 0.003660 |  |
| NEWS CORP NEW CL A | 0.003111 |  |
| PEPSICO INC | 0.002713 |  |


## Sources

- N-PORT (fund A) — accession `0000910472-26-006000` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/924628/000091047226006000/0000910472-26-006000-index.htm>
- N-PORT (fund B) — accession `0000940400-26-022949` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1089951/000094040026022949/0000940400-26-022949-index.htm>

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