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ARFFX vs GVLE

Shared holdings
3
ARFFX covered by GVLE
12.38%
GVLE covered by ARFFX
12.38%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 30 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

ARFFX (March 31, 2026)

SecurityWeight
APA CORP5.45%
BOK FINL CORP5.45%
JOHNSON&JOHNSON5.41%
SLB LTD5.27%
PHINIA INC5.01%
PRESTIGE CONSUMER HEALTHCARE INC4.92%
CHEVRON CORP4.77%
BARRICK MINING CORP4.74%
AFFIL MANAGERS4.67%
SNAP-ON INCORPORATED4.53%
LOCKHEED MARTIN CORP4.51%
BANK OF AMERICA CORPORATION4.29%
LABCORP HOLDINGS INC3.74%
BOYD GAMING CORP3.69%
MOHAWK INDUSTRIES INC3.46%
JM SMUCKER CO/THE3.41%
RESIDEO TECHNOLOGIES INC3.09%
FISERV INC2.98%
FIRST AMERICAN FINANCIAL CORP2.61%
MADISON SQUARE GARDEN SPORTS CORP2.30%
MOSAIC CO/THE2.21%
ARTHUR J GALLAGHAR AND CO2.15%
BORGWARNER INC2.13%
FACTSET RESEARCH SYSTEMS INC2.10%
NT-INST TRSR-PRM2.05%
MADISON SQUARE GARDEN ENTERTAINMENT CORP1.55%
ORACLE CORP1.38%
GENERAC HOLDINGS INC0.86%
ADT INC0.77%
BIO RAD LABS CL A0.52%

GVLE (Feb. 28, 2026)

SecurityWeight
ALPHABET INC CL A5.03%
CHEVRON CORP4.56%
MORGAN STANLEY4.28%
HONEYWELL INTL INC4.25%
JPMORGAN CHASE and CO4.23%
BANK OF AMERICA CORPORATION4.15%
AMAZON.COM INC3.79%
CAPITAL ONE FINANCIAL CORP3.70%
JOHNSON&JOHNSON3.67%
AMEREN CORP3.64%
MICRON TECHNOLOGY INC3.58%
WALMART INC3.48%
THERMO FISHER SCIENTIFIC INC3.29%
ROCKWELL AUTOMATION INC3.22%
ABBOTT LABS3.15%
3M CO2.90%
OLD DOMINION FRT2.80%
ARISTA NETWORKS INC2.67%
STARBUCKS CORP2.64%
SHERWIN WILLIAMS CO2.58%
EATON CORP PLC2.53%
TJX COS INC2.48%
T-MOBILE US INC2.48%
L3HARRIS TECHNOLOGIES INC2.41%
NEXTERA ENERGY INC2.32%
APPLIED MATERIALS INC2.26%
PROCTER & GAMBLE2.14%
INTL PAPER CO2.10%
AVALONBAY COMMUNITIES INC REIT1.99%
BOSTON SCIENTIFIC CORP1.70%
COHERENT CORP1.58%
MONEYMKT1.54%
EXPAND ENERGY CORP1.44%
ADV MICRO DEVICE1.44%

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