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AEPIX vs LFTPX

Shared holdings
27
AEPIX covered by LFTPX
47.11%
LFTPX covered by AEPIX
47.11%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 49 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

AEPIX (March 31, 2026)

SecurityWeight
APPLE INC8.01%
MICROSOFT CORP6.65%
ALPHABET INC CL C5.41%
AMAZON.COM INC4.63%
BROADCOM INC4.34%
ALLSPRING GOVERNMENT MONEY MAR3.50%
META PLATFORMS INC CL A3.10%
SUNCOR ENERGY INC3.10%
JPMORGAN CHASE and CO2.90%
NVIDIA CORP2.82%
TOTALENERGIES SE2.72%
LILLY ELI and CO2.54%
CITIGROUP INC2.30%
RTX CORP2.19%
VISA INC-CLASS A2.07%
BOEING CO/THE2.00%
WASTE MANAGEMENT INC1.73%
ABBVIE INC1.69%
BLACKSTONE INC1.67%
NETFLIX INC1.66%
MOTOROLA SOLUTIONS INC1.64%
ADV MICRO DEVICE1.55%
SALESFORCE INC1.52%
LAM RESEARCH CORP1.51%
EATON CORP PLC1.50%
MCDONALDS CORP1.46%
KEYSIGHT TECHNOLOGIES INC1.45%
MANULIFE FIN1.44%
BLACKROCK INC1.43%
ANALOG DEVICES INC1.39%
UBER TECHNOLOGIES INC1.38%
THERMO FISHER SCIENTIFIC INC1.37%
MONDELEZ INTL INC1.35%
UNION PACIFIC CORP1.25%
ASML HOLDING-NY1.24%
HILTON WORLDWIDE HOLDINGS INC1.24%
XYLEM INC1.23%
MARSH & MCLENNAN1.22%
WALMART INC1.21%
TE CONNECTIVITY PLC1.19%
HOME DEPOT INC1.13%
GARMIN LTD1.09%
ABBOTT LABS1.03%
PNC FINANCIAL SERVICES GRP INC1.01%
SERVICENOW INC1.00%
STARBUCKS CORP0.91%
ECOLAB INC0.85%
SOUTHWEST AIRLINES CO0.38%
UNILEVER PLC-SPONSORED ADR DEPOSITARY RECEIPT0.00%

LFTPX (April 30, 2026)

SecurityWeight
NVIDIA CORP8.24%
APPLE INC6.95%
ALPHABET INC CL C6.74%
MICROSOFT CORP5.02%
AMAZON.COM INC4.26%
BROADCOM INC3.60%
CATERPILLAR INC2.28%
META PLATFORMS INC CL A2.22%
JPMORGAN CHASE and CO2.07%
TESLA INC1.83%
JOHNSON&JOHNSON1.77%
BERKSHIRE HATH-B1.64%
MICRON TECHNOLOGY INC1.48%
EXXON MOBIL CORP1.45%
HILTON WORLDWIDE HOLDINGS INC1.34%
LILLY ELI and CO1.32%
CISCO SYSTEMS INC1.32%
SEMPRA ENERGY1.30%
ADV MICRO DEVICE1.22%
GOLDMAN SACHS GROUP INC1.20%
BANK OF AMERICA CORPORATION1.20%
MORGAN STANLEY1.18%
VISA INC-CLASS A1.13%
WALMART INC1.12%
ILLINOIS TOOL WORKS INC1.09%
OCCIDENTAL PETROLEUM CORP1.08%
DTE ENERGY CO1.08%
COSTCO WHOLESALE CORP1.04%
DOVER CORP1.03%
CHEVRON CORP0.99%
MASTERCARD INC CL A0.95%
INTEL CORP0.94%
WELLS FARGO & CO0.93%
LINDE PLC0.92%
GENERAL ELECTRIC CO0.92%
ABBVIE INC0.90%
AMERICAN EXPRESS CO0.89%
PHILIP MORRIS INTL INC0.88%
APPLIED MATERIALS INC0.85%
RTX CORP0.85%
HOME DEPOT INC0.85%
PROCTER & GAMBLE0.84%
BLACKROCK INC0.82%
NETFLIX INC0.80%
PEPSICO INC0.76%
PNC FINANCIAL SERVICES GRP INC0.74%
EATON CORP PLC0.69%
REALTY INCOME CORP REIT0.68%
PALANTIR TECHNOLOGIES INC0.66%
UNITEDHEALTH GRP0.66%

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