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ADVGX vs TMFCX

Shared holdings
5
ADVGX covered by TMFCX
6.50%
TMFCX covered by ADVGX
6.50%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 34 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

ADVGX (Feb. 28, 2026)

SecurityWeight
TRIMAS CORP5.19%
NICOLET BANKSHARES INC5.05%
OPENLANE INC4.94%
MYERS INDUSTRIES4.94%
VIAD CORP4.53%
JOHN BEAN TECHNOLOGIES CORP3.95%
NATL PRESTO INDS3.91%
ARCOSA INC3.77%
WEBSTER FINL3.65%
BEL FUSE INC NV CL B3.61%
M-TRON INDUSTRIES INC3.44%
PERFORMANCE FOOD GROUP CO3.29%
EAGLE MATERIALS INC3.24%
LEGACY HOUSING CORP3.13%
CAL-MAINE FOODS INC3.01%
HEALTHEQUITY INC2.99%
VALVOLINE INC2.98%
SOUTHSTATE BANK CORP2.86%
ALKAMI TECHNOLOGY INC2.85%
DAILY JOURNAL CORP2.79%
FIRST MERCHANTS CORP2.74%
TEREX CORP2.60%
EMERALD HOLDING2.42%
ACV AUCTIONS INC CL A2.31%
DRIVEN BRANDS HOLDINGS INC2.13%
PHINIA INC1.95%
VAIL RESORTS INC1.91%
STOCK YARDS BANCORP INC1.75%
JEFFERIES FINANCIAL GROUP INC1.68%
ASBURY AUTOMOTIVE GROUP INC1.54%
HOLLEY INC1.49%
FLYWIRE CORP-VOT1.48%
OneSpaWorld Holdings Ltd. COM USD0.00011.35%
FIRST AM-TR OB-X0.53%

TMFCX (March 31, 2026)

SecurityWeight
KEYSIGHT TECHNOLOGIES INC3.53%
LUMENTUM HOLDINGS INC3.36%
REGAL REXNORD CORP2.71%
WESCO INTL2.60%
CLEAN HARBORS INC2.52%
AKAMAI TECHNOLOGIES INC2.26%
SLB LTD2.18%
MICROCHIP TECHNOLOGY1.99%
REINSURANCE GROUP OF AMERICA1.92%
FIRST HORIZON CORP1.89%
Invesco Government & Agency Portfolio, Institutional Class1.89%
ENTERGY CORP1.83%
WEBSTER FINL1.82%
DTE ENERGY CO1.78%
PERMIAN RESOURCES CORP CL A1.74%
DARLING INGREDIENTS INC1.72%
EVERGY INC1.70%
ENCOMPASS HEALTH CORP1.65%
HEXCEL CORPORATION1.65%
WESTINGHOUSE AIR BRAKE TECH CORP1.62%
LABCORP HOLDINGS INC1.61%
AGILENT TECHNOLOGIES INC1.59%
DOVER CORP1.58%
ARAMARK1.55%
COTERRA ENERGY INC1.53%
PTC INC1.52%
DIAMONDBACK ENERGY INC1.51%
CENCORA INC1.51%
PACKAGING CORP OF AMERICA1.50%
EVERCORE INC A1.48%
L3HARRIS TECHNOLOGIES INC1.45%
AGREE REALTY CORP1.44%
WILLIS TOWERS WA1.39%
VALVOLINE INC1.35%
CENTERPOINT ENERGY INC1.34%
BALL CORP1.24%
ALLY FINANCIAL INC1.23%
TOPBUILD CORP1.22%
WEC ENERGY GROUP INC1.19%
ZIMMER BIOMET HO1.17%
PERFORMANCE FOOD GROUP CO1.16%
LEIDOS HOLDINGS INC1.16%
CONSTELLATION BRANDS INC CL A1.14%
XCEL ENERGY INC1.13%
EAGLE MATERIALS INC1.12%
EPAM SYSTEMS INC1.12%
AerCap Holdings N.V. (Ireland)1.12%
GENPACT LTD1.08%
MID AMERICA APT CMNTY INC1.08%
STARWOOD PROPERTY TRUST INC1.08%

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