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FGIUX vs CADVX

Shared holdings
47
FGIUX covered by CADVX
34.55%
CADVX covered by FGIUX
34.55%

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.

FGIUX (Feb. 28, 2025)

SecurityWeight
WELLS FARGO & CO6.84%
MICROSOFT CORP6.70%
EXXON MOBIL CORP5.74%
GENERAL ELECTRIC CO5.22%
NVIDIA CORP3.60%
Fidelity Cash Central Fund3.47%
BANK OF AMERICA CORPORATION2.92%
APPLE INC2.90%
GE VERNOVA LLC2.31%
VISA INC-CLASS A2.29%
SHELL PLC SPONS ADR2.05%
BOEING CO/THE1.80%
UNITEDHEALTH GRP1.69%
BOSTON SCIENTIFIC CORP1.39%
SAP SE1.36%
SOUTHERN CO1.33%
IMPERIAL OIL LTD1.29%
COMCAST CORP CL A1.27%
UNITED PARCEL SERVICE INC CL B1.21%
PNC FINANCIAL SERVICES GRP INC1.20%
MARVELL TECHNOLOGY INC1.14%
BROADCOM INC1.13%
JPMORGAN CHASE and CO1.13%
THE CIGNA GROUP1.01%
US BANCORP DEL0.98%
COCA-COLA CO/THE0.97%
Boeing Co. (The), Conv. Pfd.0.94%
NORTHERN TRUST CORP0.88%
GSK plc SPONSORED ADR0.86%
KENVUE INC0.85%
UCB SA0.84%
WATSCO INC0.84%
Fidelity Securities Lending Cash Central Fund0.78%
LOWES COS INC0.75%
LILLY ELI and CO0.75%
KEURIG DR PEPPER INC0.72%
MCKESSON CORP0.70%
HALEON PLC SPONS ADR0.70%
KKR & CO INC0.66%
FIRST QUANTUM0.65%
JOHNSON&JOHNSON0.64%
M&T BANK CORP0.63%
GFL ENVIRONM-SUB0.62%
ALPHABET INC CL A0.62%
AMERICAN TOWER CORP0.61%
ORACLE CORP0.60%
TAIWAN SEMIC MFG CO LTD SP ADR0.57%
META PLATFORMS INC CL A0.55%
WALT DISNEY CO/T0.53%
PHILIP MORRIS INTL INC0.52%

CADVX (July 31, 2025)

SecurityWeight
NVIDIA CORP8.61%
MICROSOFT CORP7.79%
APPLE INC5.73%
AMAZON.COM INC4.25%
ALPHABET INC CL C3.80%
META PLATFORMS INC CL A3.37%
BROADCOM INC3.15%
JPMORGAN CHASE and CO2.27%
TESLA INC1.62%
MASTERCARD INC CL A1.59%
ORACLE CORP1.42%
VISA INC-CLASS A1.40%
NETFLIX INC1.38%
LILLY ELI and CO1.38%
State Street Navigator Securities Lending Government Money Market Portfolio1.36%
COSTCO WHOLESALE CORP1.29%
WALMART INC1.27%
WELLS FARGO & CO1.24%
EXXON MOBIL CORP1.21%
BANK OF AMERICA CORPORATION1.12%
THE BOOKING HOLDINGS INC1.09%
NORFOLK SOUTHERN CORP1.07%
PARKER HANNIFIN CORP0.99%
VISTRA CORP0.95%
GE VERNOVA LLC0.93%
MARATHON PETROLEUM CORP0.93%
GENERAL ELECTRIC CO0.91%
LINDE PLC0.89%
TJX COS INC0.88%
AMERICAN EXPRESS CO0.83%
INTUIT INC0.83%
SERVICENOW INC0.83%
Boeing Co. (The), Conv. Pfd.0.82%
ABBVIE INC0.81%
RTX CORP0.79%
ABBOTT LABS0.79%
JOHNSON&JOHNSON0.77%
GOLDMAN SACHS GROUP INC0.76%
BOSTON SCIENTIFIC CORP0.76%
PALANTIR TECHNOLOGIES INC0.75%
WELLTOWER INC0.73%
PROCTER & GAMBLE0.67%
HOME DEPOT INC0.66%
PHILIP MORRIS INTL INC0.66%
PPL CORPORATION0.64%
COCA-COLA CO/THE0.64%
VULCAN MATERIALS CO0.64%
S&P GLOBAL INC0.63%
WALT DISNEY CO/T0.62%
SHERWIN WILLIAMS CO0.60%

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