Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
CLSM vs HTDAX
Shared holdings
4
CLSM covered by HTDAX
33.39%
HTDAX covered by CLSM
33.39%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 8 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
CLSM (Jan. 31, 2026)
| Security | Weight | |
|---|---|---|
| INVES NASDAQ 100 | 28.66% | |
| TECHNOLOGY SELECT SECT SPDR MUTUAL FUND | 23.91% | |
| State Street Consumer Staples Select Sector SPDR ETF | 15.11% | |
| G/S PHYS GOLD | 13.24% | |
| State StreetFinSelSectSPDRETF | 9.55% | |
| Vanguard Mega Cap ETF | 4.80% | |
| UTILITIES SELECT SECTOR SPDR MUTUAL FUND | 4.57% | |
| BBH SWEEP VEHICLE | 0.16% |
HTDAX (Jan. 31, 2026)
| Security | Weight | |
|---|---|---|
| VANGUARD INF T E | 18.01% | |
| TECHNOLOGY SELECT SECT SPDR MUTUAL FUND | 16.63% | |
| State StreetFinSelSectSPDRETF | 13.01% | |
| State Street Communication Services Select Sector SPDR ETF | 10.72% | |
| STATE STREET CONSUMER DISCRETIONARY SELECT S SPDR | 10.35% | |
| State Street Industrial Select Sector SPDR ETF USD Class | 8.61% | |
| State Street Health Care Select Sector SPDR ETF USD Class | 6.18% | |
| State Street Consumer Staples Select Sector SPDR ETF | 4.97% | |
| STATE STREET ENERGY SELECT SECTOR SPDR ETF MUTUAL FUND | 3.20% | |
| MSILF-TR SEC-INS | 2.42% | |
| UTILITIES SELECT SECTOR SPDR MUTUAL FUND | 2.24% | |
| STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF MUTUAL FUND | 1.84% | |
| STATE STREET MATERIALS SELECT SECTOR SPDR ETF MUTUAL FUND | 1.82% |
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