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AFDIX vs OEF

Shared holdings
46
AFDIX covered by OEF
56.11%
OEF covered by AFDIX
56.11%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

AFDIX (Jan. 31, 2026)

SecurityWeight
NVIDIA CORP8.55%
MICROSOFT CORP6.68%
ALPHABET INC CL A6.46%
APPLE INC4.75%
AMAZON.COM INC3.76%
BROADCOM INC3.12%
META PLATFORMS INC CL A2.43%
NEXTERA ENERGY INC1.69%
MASTERCARD INC CL A1.67%
TESLA INC1.60%
INTL BUS MACH CORP1.53%
JPMORGAN CHASE and CO1.51%
LILLY ELI and CO1.50%
BANK OF AMERICA CORPORATION1.43%
HOME DEPOT INC1.36%
REGIONS FINANCIAL CORP1.31%
ANALOG DEVICES INC1.26%
CUMMINS INC1.12%
TJX COS INC1.07%
PROCTER & GAMBLE1.06%
S&P GLOBAL INC1.04%
WELLTOWER INC1.02%
PROLOGIS INC REIT1.02%
LINDE PLC0.96%
AMERICAN EXPRESS CO0.95%
DANAHER CORP0.95%
ABBVIE INC0.95%
CADENCE DESIGN SYSTEMS INC0.91%
GILEAD SCIENCES INC0.90%
WILLIAMS COS INC0.88%
GOLDMAN SACHS GROUP INC0.87%
VISA INC-CLASS A0.87%
APPLIED MATERIALS INC0.85%
SLB LTD0.81%
THE CIGNA GROUP0.80%
HONEYWELL INTL INC0.78%
XYLEM INC0.78%
TRANE TECHNOLOGI0.77%
SYSCO CORP0.77%
MORGAN STANLEY0.75%
PEPSICO INC0.75%
MOTOROLA SOLUTIONS INC0.75%
EATON CORP PLC0.74%
THERMO FISHER SCIENTIFIC INC0.73%
JOHNSON CONTROLS0.71%
MARRIOTT INTL-A0.70%
METLIFE INC0.69%
NETFLIX INC0.69%
CHENIERE ENERGY INC0.67%
COSTCO WHOLESALE CORP0.67%

OEF (March 31, 2026)

SecurityWeight
NVIDIA CORP10.50%
APPLE INC9.23%
MICROSOFT CORP6.81%
AMAZON.COM INC5.04%
ALPHABET INC CL A4.15%
BROADCOM INC3.64%
ALPHABET INC CL C3.32%
META PLATFORMS INC CL A3.10%
TESLA INC2.59%
BERKSHIRE HATH-B2.18%
JPMORGAN CHASE and CO1.97%
LILLY ELI and CO1.81%
EXXON MOBIL CORP1.76%
JOHNSON&JOHNSON1.46%
WALMART INC1.35%
VISA INC-CLASS A1.26%
COSTCO WHOLESALE CORP1.10%
MASTERCARD INC CL A1.01%
NETFLIX INC1.01%
CHEVRON CORP0.96%
ABBVIE INC0.95%
MICRON TECHNOLOGY INC0.94%
PROCTER & GAMBLE0.83%
PALANTIR TECHNOLOGIES INC0.83%
ADV MICRO DEVICE0.82%
CATERPILLAR INC0.82%
HOME DEPOT INC0.81%
BANK OF AMERICA CORPORATION0.80%
CISCO SYSTEMS INC0.76%
MERCK & CO0.74%
GENERAL ELECTRIC CO0.74%
COCA-COLA CO/THE0.73%
APPLIED MATERIALS INC0.67%
LAM RESEARCH CORP0.66%
RTX CORP0.64%
PHILIP MORRIS INTL INC0.64%
GOLDMAN SACHS GROUP INC0.63%
ORACLE CORP0.62%
WELLS FARGO & CO0.61%
UNITEDHEALTH GRP0.61%
GE VERNOVA LLC0.58%
LINDE PLC0.57%
INTL BUS MACH CORP0.56%
MCDONALDS CORP0.55%
PEPSICO INC0.53%
VERIZON COMMUNICATIONS INC0.53%
INTEL CORP0.51%
AT&T INC0.50%
MORGAN STANLEY0.49%
CITIGROUP INC0.49%

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