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ASEFX vs FRSLX

Shared holdings
42
ASEFX covered by FRSLX
42.08%
FRSLX covered by ASEFX
42.08%

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.

ASEFX (Jan. 31, 2026)

SecurityWeight
FIRSTCASH HOLDINGS INC2.12%
CARETRUST REIT INC1.85%
PATRICK INDUSTRIES INC1.84%
PLEXUS CORP1.70%
STEVEN MADDEN LTD1.69%
SPIRE INC1.67%
DYCOM INDUSTRIES INC1.55%
ENPRO INDUSTRIES INC1.52%
UMB FINANCIAL CORP1.49%
PIPER SANDLER COS1.49%
JOHN BEAN TECHNOLOGIES CORP1.47%
ATMUS FILTRATION TECHNOLOGIES INC1.47%
GRANITE CONSTRUCTION INC1.46%
AXSOME THERAPEUTICS INC1.46%
BANNER CORPORATI1.46%
HEALTHEQUITY INC1.45%
BLACK HILLS CORP1.45%
KRATOS DEFENSE and SEC SOLTN INC1.44%
MATADOR RESOURCES COMPANY1.44%
Fixed Income Clearing Corporation1.42%
SOLARIS OIL IN-A1.41%
RADNET INC1.40%
SPX TECHNOLOGIES INC1.39%
ESCO TECHNOLOGIES INC1.38%
UNIVERSAL TECHNI1.37%
MERIT MEDICAL SYSTEMS INC1.37%
SEMTECH CORP1.33%
NORTHERN OIL AND GAS INC1.33%
MIRION TECHNOLOGIES INC-A1.31%
ATLANTIC UNION B1.30%
OLD NATL BANCORP1.30%
SIGNET JEWELERS1.29%
GATES INDUSTRIAL1.27%
STAG INDUSTRIAL INC CL A1.27%
AAR CORP1.25%
EASTGROUP PROP1.25%
AMERIS BANCORP1.24%
HOME BANCSHARES INC1.21%
ANI PHARMACEUTICALS INC1.19%
TRI POINTE HOMES INC1.14%
ZIFF DAVIS INC1.14%
BOOT BARN HOLDINGS INC1.14%
ARCBEST CORP1.13%
COMMERCIAL METALS CO1.13%
ARCOSA INC1.12%
BOYD GAMING CORP1.12%
TREX CO INC1.11%
KNIFE RIVER HOLDING CO W/I1.08%
GLAUKOS CORP1.07%
FIRST MERCHANTS CORP1.06%

FRSLX (Jan. 31, 2026)

SecurityWeight
FIRSTCASH HOLDINGS INC1.97%
TEMPUR SEALY INTERNATIONAL INC1.96%
FTAI AVIATION LT1.89%
BLOOM ENERGY CORP CL A1.88%
AXSOME THERAPEUTICS INC1.88%
MODINE MFG CO1.85%
JABIL INC1.82%
CREDO TECHNOLOGY1.71%
KRATOS DEFENSE and SEC SOLTN INC1.69%
GUARDANT HEALTH INC1.62%
PATRICK INDUSTRIES INC1.60%
RADNET INC1.60%
PENUMBRA INC1.57%
DYNATRACE INC1.56%
SOLARIS OIL IN-A1.55%
EQUITABLE HOLDINGS INC1.50%
EMCOR GROUP INC1.49%
ROCKET LAB CORP1.46%
DYCOM INDUSTRIES INC1.45%
TEXAS ROADHOUSE INC1.44%
HEALTHEQUITY INC1.44%
WINGSTOP INC1.42%
JOHN BEAN TECHNOLOGIES CORP1.42%
CARPENTER TECHNOLOGY CORP1.41%
BOOT BARN HOLDINGS INC1.40%
SPX TECHNOLOGIES INC1.39%
EVERCORE INC A1.39%
ESCO TECHNOLOGIES INC1.38%
PIPER SANDLER COS1.37%
GLAUKOS CORP1.35%
MASTEC INC1.33%
DUTCH BROS INC-A1.31%
KRYSTAL BIOTECH INC1.30%
CASEY'S GENERAL1.29%
ADDUS HOMECARE CORP1.29%
GRANITE CONSTRUCTION INC1.28%
MIRION TECHNOLOGIES INC-A1.27%
UMB FINANCIAL CORP1.25%
RED ROCK RESORTS INC1.23%
XPO LOGISTICS INC1.21%
MERIT MEDICAL SYSTEMS INC1.20%
INSMED INC1.20%
SOUTHSTATE BANK CORP1.20%
UNIVERSAL TECHNI1.19%
SEMTECH CORP1.18%
APPLIED INDU TEC1.18%
PERMIAN RESOURCES CORP CL A1.15%
HOULIHAN LOKEY I1.15%
MASIMO CORP1.11%
JFROG LTD1.11%

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