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AVGCX vs GHMS

Shared holdings
1
AVGCX covered by GHMS
4.85%
GHMS covered by AVGCX
4.85%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 22 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

AVGCX (July 31, 2025)

SecurityWeight
TREASURY BILL84.43%
DREYFUS INSTITUTIONAL PREFERRED GOVERNMENT PLUS MONEY MARKET FUND6.81%
V/E JPM EM L C B4.85%
XAV HEALTH CARE1.32%
ZIJIN MINING GROUP LTD H0.57%
WTI CRUDE0.30%
USD/SEK FORWARD0.25%
ZURICH INSURANCE GROUP AG TRS 0.0000% 05-15-20330.24%
WTI CRUDE MAR 260.22%
ZAR/USD FORWARD0.21%
ZSCALER INC CFD0.19%
WHEAT (CBT)0.17%
TPX BANKS INDEX0.11%
VSTOXX0.09%
LME ZINC0.07%
IBEX 35 INDX0.07%
ZAR/USD FORWARD0.03%
RAPESEED EURO0.02%
WORLDCLIMATE PARI MAR260.02%
Silver Futures Contracts0.01%
SPI 2000.00%
S&P/TSX 60 IX0.00%

GHMS (Sept. 30, 2025)

SecurityWeight
PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exc15.84%
SPDR FTSE International Government Inflation-Protected Bond ETF14.47%
VANGUARD TOTAL INTERNATIONAL BOND ETF9.04%
Vanguard Mortgage-Backed Securities ETF - Class USD INC7.51%
Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.7.31%
V/E JPM EM L C B6.96%
abrdn Asia-Pacific Income Fund, Inc.4.61%
ARMOUR RESIDENTIAL REIT INC3.31%
Virtus Stone Harbor Emerging Markets Income Fund2.96%
Templeton Emerging Markets Income Fund, Inc.2.76%
BondBloxx JP Morgan USD Emerging Markets 1-10 Year Bond ETF2.56%
Rithm Capital Corp., Series B, Pfd.2.02%
AGNC INVESTMENT CORP2.00%
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF1.91%
WESTERN ASSET EMERGING MARKETS DEBT FUND INC1.89%
Annaly Capital Management, Inc., Series F, Pfd.1.77%
Public Storage, Series P, Pfd.1.46%
CLOSED-E1.43%
Public Storage, Series R, Pfd.1.37%
AGNC Investment Corp., Series F, Pfd.1.30%
Rithm Capital Corp., Series A, Pfd.1.29%
AGNC Investment Corp., Series C, Pfd.1.23%
AVALONBAY COMMUNITIES INC REIT1.22%
PEBBLEBROOK HOTEL TRUST1.08%
BXP INC0.94%
PARK H&R INC0.70%
PennyMac Mortgage Investment Trust PREFERRED STOCK0.67%
PennyMac Mortgage Investment Trust0.40%

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