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BFOR vs FAD

Shared holdings
169
BFOR covered by FAD
30.52%
FAD covered by BFOR
30.52%

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.

BFOR (Feb. 28, 2026)

SecurityWeight
WESTERN DIGITAL CORP0.67%●
MICRON TECHNOLOGY INC0.61%●
APPLIED MATERIALS INC0.52%●
HECLA MINING CO0.52%●
ATI INC0.50%●
Southern Copper Corporation COM USD0.010.48%
HUNTINGTON BANCSHARES INC0.47%
LAM RESEARCH CORP0.47%●
ARGAN INC0.45%●
CORNING INC0.45%●
COMFORT SYSTEMS USA INC0.45%●
VERTIV HOLDINGS CO0.44%●
ALCOA CORP0.44%
FREQUENCY ELECTRONICS INC0.43%
TETRA TECHNOLOGIES INC0.43%●
POWELL INDUSTRIES INC0.42%●
FTAI AVIATION LT0.41%
COEUR MINING INC0.41%●
CATERPILLAR INC0.41%●
WEATHERFORD INTE0.39%
COCA COLA CONSOLIDATED INC0.39%●
NEWMONT CORP0.39%●
TECHNIPFMC PLC0.39%
CARPENTER TECHNOLOGY CORP0.38%●
DYCOM INDUSTRIES INC0.38%●
WOODWARD INC0.38%●
GLOBUS MEDICAL INC0.38%●
HALLIBURTON CO0.38%
NEXTRACKER INC CL A0.37%●
ROYAL GOLD INC0.37%●
INNOVEX INTERNATIONAL INC0.37%●
STOKE THERAPEUTICS INC0.36%●
KLA CORP0.36%●
DIGITALOCEAN HOLDINGS INC0.36%●
SANDRIDGE ENERGY INC0.36%
EVERUS CONSTRUCTION GROUP INC0.36%●
FREEPORT MCMORAN INC0.35%●
MODINE MFG CO0.35%●
MERCK & CO0.35%●
GIGACLOUD TECHNOLOGY INC COMMON STOCK USD.050.34%
ANALOG DEVICES INC0.34%●
OCEANEERING INTL0.34%
IRADIMED CORP0.34%●
ARCHROCK INC0.34%●
SLB LTD0.33%
IDAHO STRATEGIC RESOURCES0.33%
HOWMET AEROSPACE INC0.33%●
SSR MINING INC0.33%
ILLUMINA INC0.33%●
AMGEN INC0.33%●

FAD (April 30, 2026)

SecurityWeight
DAIWA CAPITAL MARKETS AMERICA INC1.31%
SANDISK CORPORATION0.68%
SEAGATE TECHNOLOGY HOLDINGS PLC0.67%
BLOOM ENERGY CORP CL A0.66%
WESTERN DIGITAL CORP0.63%●
MICRON TECHNOLOGY INC0.60%●
ADV MICRO DEVICE0.55%
CIENA CORP0.53%
COMFORT SYSTEMS USA INC0.52%●
MARVELL TECHNOLOGY INC0.52%
QUANTA SVCS INC0.52%
VERTIV HOLDINGS CO0.51%●
LUMENTUM HOLDINGS INC0.50%
DELL TECHNOLOGIES INC CL C0.50%
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC0.50%
CATERPILLAR INC0.49%●
GE VERNOVA LLC0.49%
KEYSIGHT TECHNOLOGIES INC0.49%
MKS INSTRUMENTS INC0.48%
MASTEC INC0.48%
CORNING INC0.47%●
EMCOR GROUP INC0.47%●
MONOLITHIC POWER SYS INC0.46%●
TERADYNE INC0.45%
XPO LOGISTICS INC0.44%
API GROUP CORP0.44%
COHERENT CORP0.42%
ATI INC0.42%●
BWX TECHNOLOGIES INC0.42%●
CURTISS WRIGHT CORPORATION0.41%●
ECHOSTAR CORP CL A0.41%
ROSS STORES INC0.41%●
QXO INC0.41%
TAPESTRY INC0.40%
ROCKET LAB CORP0.40%
NEWMONT CORP0.40%●
FTAI AVIATION LTD0.40%
WOODWARD INC0.40%●
ANALOG DEVICES INC0.40%●
CUMMINS INC0.39%●
NEXTRACKER INC CL A0.39%●
BURLINGTON STORES INC0.39%●
HECLA MINING CO0.38%●
LAM RESEARCH CORP0.38%●
HUNTINGTON INGALLS INDUSTRIES INC0.38%
INTERACTIVE BROKERS GROUP INC0.37%●
AMPHENOL CORPORATION CL A0.37%●
MAXLINEAR INC0.36%
MORGAN STANLEY0.36%
APPLIED MATERIALS INC0.36%●

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