Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
AIRR vs FMTM
Shared holdings
5
AIRR covered by FMTM
14.66%
FMTM covered by AIRR
14.66%
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.
AIRR (March 31, 2026)
| Security | Weight | |
|---|---|---|
| ARGAN INC | 4.89% | |
| MASTEC INC | 4.64% | |
| COMFORT SYSTEMS USA INC | 4.18% | |
| STERLING INFRASTRUCTURE INC | 3.96% | |
| EMCOR GROUP INC | 3.54% | |
| PRIMORIS SVCS CORP | 3.34% | |
| SAIA INC | 3.17% | |
| BWX TECHNOLOGIES INC | 3.13% | |
| SPX TECHNOLOGIES INC | 3.13% | |
| DYCOM INDUSTRIES INC | 3.07% | |
| CH ROBINSON WORLDWIDE INC | 3.05% | |
| HUNTINGTON INGALLS INDUSTRIES INC | 3.01% | |
| CORE & MAIN IN-A | 2.80% | |
| OWENS CORNING INC | 2.77% | |
| CLEAN HARBORS INC | 2.46% | |
| RBC BEARINGS INC | 2.32% | |
| KARMAN HOLDINGS INC | 2.31% | |
| RYDER SYSTEM INC | 1.97% | |
| AAON INC | 1.96% | |
| OSHKOSH CORP | 1.94% | |
| KRATOS DEFENSE and SEC SOLTN INC | 1.90% | |
| KIRBY CORP | 1.90% | |
| FNB CORP PA | 1.88% | |
| GRANITE CONSTRUCTION INC | 1.86% | |
| POWELL INDUSTRIES INC | 1.83% | |
| APPLIED INDU TEC | 1.83% | |
| IES HOLDINGS INC | 1.83% | |
| WINTRUST FINL | 1.69% | |
| LANDSTAR SYSTEM INC | 1.60% | |
| OLD NATL BANCORP | 1.57% | |
| EVERUS CONSTRUCTION GROUP INC | 1.56% | |
| ADVANCED DRAINAGE SYSTEMS INC | 1.53% | |
| FED SIGNAL CORP | 1.37% | |
| ASSOCIATED BANC CORP | 1.36% | |
| MSC INDUSTRIAL DIRECT CO CL A | 1.30% | |
| CONSTRUCTION PARTNERS INC CL A | 1.27% | |
| CSW INDUSTRI INC | 1.06% | |
| HERC HOLDINGS INC | 1.00% | |
| FULTON FINANCIAL CORP | 0.95% | |
| MUELLER WATER PRODUCTS INC A | 0.91% | |
| ZURN ELKAY WATER SOLUTIONS CORP | 0.90% | |
| MERCURY SYSTEMS INC | 0.83% | |
| TUTOR PERINI CORP | 0.81% | |
| LEONARDO DRS INC | 0.77% | |
| XOMETRY INC-A | 0.67% | |
| WERNER ENTERPRISES INC | 0.63% | |
| SCHNEIDER NATL-B | 0.60% | |
| ATKORE INC | 0.59% | |
| ARCOSA INC | 0.56% | |
| FIRST FIN BANCRP | 0.55% |
FMTM (April 30, 2026)
| Security | Weight | |
|---|---|---|
| QUANTA SVCS INC | 3.69% | |
| CIENA CORP | 3.58% | |
| ELEMENT SOLUTIONS INC | 3.47% | |
| VERTIV HOLDINGS CO | 3.43% | |
| COMFORT SYSTEMS USA INC | 3.39% | |
| CISCO SYSTEMS INC | 3.38% | |
| VALERO ENERGY CORP | 3.38% | |
| CORNING INC | 3.37% | |
| MASTEC INC | 3.36% | |
| DEERE & CO | 3.35% | |
| LITTELFUSE INC | 3.35% | |
| COHERENT CORP | 3.34% | |
| CASEY'S GENERAL | 3.34% | |
| ALBEMARLE CORP | 3.33% | |
| ALLISON TRANSMISSION HLDGS INC | 3.32% | |
| TIMKEN CO | 3.32% | |
| TWILIO INC CLASS A | 3.30% | |
| US FOODS HOLDING CORP | 3.30% | |
| TD SYNNEX CORP | 3.29% | |
| MADISON SQUARE GARDEN SPORTS CORP | 3.29% | |
| CURTISS WRIGHT CORPORATION | 3.29% | |
| ARCHER DANIELS MIDLAND CO | 3.28% | |
| CLEAN HARBORS INC | 3.28% | |
| RBC BEARINGS INC | 3.26% | |
| BWX TECHNOLOGIES INC | 3.23% | |
| TechnipFMC PLC | 3.23% | |
| CF INDUSTRIES HOLDINGS INC | 3.23% | |
| ARAMARK | 3.20% | |
| GAP INC/THE | 3.19% | |
| OLD DOMINION FRT | 3.08% | |
| FRST AM-GV OB-X | 0.16% |
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