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CLSM vs RMRC

Shared holdings
4
CLSM covered by RMRC
32.78%
RMRC covered by CLSM
32.78%

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)

SecurityWeight
INVES NASDAQ 10028.66%
TECHNOLOGY SELECT SECT SPDR MUTUAL FUND23.91%
State Street Consumer Staples Select Sector SPDR ETF15.11%
G/S PHYS GOLD13.24%
State StreetFinSelSectSPDRETF9.55%
Vanguard Mega Cap ETF4.80%
UTILITIES SELECT SECTOR SPDR MUTUAL FUND4.57%
BBH SWEEP VEHICLE0.16%

RMRC (Feb. 28, 2026)

SecurityWeight
State Street Consumer Staples Select Sector SPDR ETF13.68%
UTILITIES SELECT SECTOR SPDR MUTUAL FUND11.42%
State Street Communication Services Select Sector SPDR ETF11.19%
State Street Health Care Select Sector SPDR ETF USD Class10.74%
STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF MUTUAL FUND10.11%
STATE STREET CONSUMER DISCRETIONARY SELECT S SPDR7.93%
State Street Industrial Select Sector SPDR ETF USD Class7.52%
State StreetFinSelSectSPDRETF7.49%
TECHNOLOGY SELECT SECT SPDR MUTUAL FUND7.05%
STATE STREET ENERGY SELECT SECTOR SPDR ETF MUTUAL FUND6.79%
STATE STREET MATERIALS SELECT SECTOR SPDR ETF MUTUAL FUND6.08%

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