Compare fund portfolios

See how two funds' portfolios overlap. Enter two tickers:

vs

EERN vs ATMSX

Shared holdings
1
EERN covered by ATMSX
1.91%
ATMSX covered by EERN
1.91%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 13 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

EERN (May 31, 2022)

SecurityWeight
BROOKFIELD REAL ASSETS INCOME FUND INC16.21%
PIMCO High Income Fund16.05%
Pimco Dynamic Income Fund USD Class15.14%
Eaton Vance Limited Duration Income Fund10.06%
Nuveen Real Estate Income Fund7.31%
PIMCO Income Strategy Fund II7.18%
Pioneer High Income Fund, Inc.6.92%
BLUE OWL CAPITAL CORP COMMON STOCK4.25%
COMMSTCK4.23%
GOLUB CAPITAL BDC INC COMMON STOCK3.63%
Goldman Sachs BDC, Inc. SHS3.61%
FS KKR CAPITAL CORP COMMON STOCK3.50%
FRST AM-GV OB-X1.91%

ATMSX (May 31, 2022)

SecurityWeight
CLOSED-E17.25%
ProShares UltraShort 20+ Year Treasury16.52%
FRST AM-GV OB-X11.67%
NUVEEN INSD TAX-FREE ADVANTAGE MUN FD COM USD0.018.21%
NUVEEN CALIFORNIA QUALITY MUNI NUVEEN CA QLTY MUNI INC7.60%
NUVEEN QUALITY MUN INCOME FD COM USD0.017.29%
NUVEEN MUNICIPAL CREDIT INCOME NUVEEN MUNICIPAL CREDIT INC6.70%
NUVEEN CALIFORNIA AMT FREE QUA NUVEEN CA AMT FR MUNI INC5.46%
Nuveen Municipal Value Fund, Inc.4.20%
BLKR-CA MUNI INC4.02%
NUVEEN AMT FREE MUNICIPAL CRED NUVEEN AMT FR MUNI CRDT3.94%
Invesco California Value Municipal Income Trust3.93%
Nuveen Municipal High Income Opportunity Fund3.21%

Machine-readable: JSON · Markdown. Programmatic access via the agent surface.