Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
AVTM vs TLSTX
Shared holdings
1590
AVTM covered by TLSTX
48.00%
TLSTX covered by AVTM
48.00%
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.
AVTM (Feb. 28, 2026)
| Security | Weight | |
|---|---|---|
| NVIDIA CORP | 4.30% | |
| Avantis U.S. Quality ETF | 3.70% | |
| ALPHABET INC CL C | 3.67% | |
| APPLE INC | 3.00% | |
| JPMORGAN CHASE and CO | 2.37% | |
| META PLATFORMS INC CL A | 2.08% | |
| LILLY ELI and CO | 1.79% | |
| TWILIO INC CLASS A | 1.57% | |
| GOLDMAN SACHS GROUP INC | 1.54% | |
| BERKSHIRE HATH-B | 1.47% | |
| Avantis International Equity ETF | 1.47% | |
| MICROSOFT CORP | 1.46% | |
| MARRIOTT INTL-A | 1.38% | |
| NIKE INC CL B | 1.09% | |
| SPDR S&P MidCap 400 ETF Trust | 1.06% | |
| AMAZON.COM INC | 1.05% | |
| PURE STORAGE INC CL A | 1.03% | |
| ALPHABET INC CL A | 1.02% | |
| O'REILLY AUTOMOTIVE INC | 0.86% | |
| OPTION | 0.84% | |
| VISA INC-CLASS A | 0.83% | |
| APPLIED MATERIALS INC | 0.74% | |
| BROADCOM INC | 0.72% | |
| ARISTA NETWORKS INC | 0.71% | |
| COLGATE-PALMOLIVE CO | 0.71% | |
| FEDEX CORP | 0.66% | |
| iShares Russell 1000 Growth ETF | 0.63% | |
| JABIL INC | 0.58% | |
| PEPSICO INC | 0.58% | |
| COSTCO WHOLESALE CORP | 0.57% | |
| LENNOX INTL INC | 0.53% | |
| COMFORT SYSTEMS USA INC | 0.53% | |
| Avantis US Equity ETF | 0.53% | |
| iShares Core S&P 500 ETF | 0.52% | |
| NETFLIX INC | 0.50% | |
| MICRON TECHNOLOGY INC | 0.50% | |
| BANK OF AMERICA CORPORATION | 0.50% | |
| EXXON MOBIL CORP | 0.49% | |
| JOHNSON&JOHNSON | 0.47% | |
| IQVIA HOLDINGS INC | 0.46% | |
| SPDR Portfolio S&P 500 ETF | 0.45% | |
| CISCO SYSTEMS INC | 0.44% | |
| OKTA INC CL A | 0.42% | |
| EMCOR GROUP INC | 0.42% | |
| REGENERON PHARMACEUTICALS INC | 0.42% | |
| ULTA BEAUTY INC | 0.40% | |
| Russell 2000 ETF | 0.40% | |
| State Street Navigator Securities Lending Government Money Market Portfolio | 0.38% | |
| HOME DEPOT INC | 0.37% | |
| L3HARRIS TECHNOLOGIES INC | 0.37% |
TLSTX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| NVIDIA CORP | 6.38% | |
| APPLE INC | 5.71% | |
| MICROSOFT CORP | 4.29% | |
| AMAZON.COM INC | 3.12% | |
| ALPHABET INC CL A | 2.61% | |
| BROADCOM INC | 2.23% | |
| ALPHABET INC CL C | 2.12% | |
| META PLATFORMS INC CL A | 1.95% | |
| TESLA INC | 1.64% | |
| BERKSHIRE HATH-B | 1.38% | |
| JPMORGAN CHASE and CO | 1.25% | |
| LILLY ELI and CO | 1.15% | |
| EXXON MOBIL CORP | 1.12% | |
| CME E-Mini Standard & Poor's 500 Index Future | 0.96% | |
| JOHNSON&JOHNSON | 0.92% | |
| Fixed Income Clearing Corporation | 0.87% | |
| WALMART INC | 0.84% | |
| VISA INC-CLASS A | 0.79% | |
| COSTCO WHOLESALE CORP | 0.69% | |
| NETFLIX INC | 0.64% | |
| MASTERCARD INC CL A | 0.63% | |
| CHEVRON CORP | 0.61% | |
| ABBVIE INC | 0.60% | |
| MICRON TECHNOLOGY INC | 0.59% | |
| PROCTER & GAMBLE | 0.53% | |
| HOME DEPOT INC | 0.51% | |
| CATERPILLAR INC | 0.51% | |
| ADV MICRO DEVICE | 0.51% | |
| BANK OF AMERICA CORPORATION | 0.50% | |
| PALANTIR TECHNOLOGIES INC | 0.50% | |
| CISCO SYSTEMS INC | 0.48% | |
| MERCK & CO | 0.47% | |
| GENERAL ELECTRIC CO | 0.46% | |
| COCA-COLA CO/THE | 0.46% | |
| APPLIED MATERIALS INC | 0.42% | |
| LAM RESEARCH CORP | 0.42% | |
| RTX CORP | 0.40% | |
| PHILIP MORRIS INTL INC | 0.40% | |
| GOLDMAN SACHS GROUP INC | 0.39% | |
| ORACLE CORP | 0.39% | |
| UNITEDHEALTH GRP | 0.39% | |
| WELLS FARGO & CO | 0.39% | |
| GE VERNOVA LLC | 0.37% | |
| LINDE PLC | 0.36% | |
| INTL BUS MACH CORP | 0.35% | |
| MCDONALDS CORP | 0.34% | |
| PEPSICO INC | 0.33% | |
| VERIZON COMMUNICATIONS INC | 0.33% | |
| AT&T INC | 0.31% | |
| CITIGROUP INC | 0.31% |
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