Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
FIRI vs HMSFX
Shared holdings
1
FIRI covered by HMSFX
4.00%
HMSFX covered by FIRI
4.00%
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.
FIRI (July 31, 2025)
| Security | Weight | |
|---|---|---|
| Carbon Collective Short Duration Green Bond ETF | 21.13% | |
| Madison Short-Term Strategic Income ETF | 21.10% | |
| FolioBeyond Alternative Income and Interest Rate H | 9.64% | |
| Academy Veteran Impact ETF | 9.32% | |
| Cambria Tail Risk ETF | 8.60% | |
| Nicholas Fixed Income Alternative ETF | 4.89% | |
| DEFIANCE NASDAQ | 4.29% | |
| YieldMax Gold Miners Option Income Strategy ETF | 4.05% | |
| FRST AM-GV OB-X | 4.00% | |
| YieldMax Ultra Option Income Strategy ETF | 3.42% | |
| SoFi Enhanced Yield ETF | 3.33% | |
| YieldMax Target 12 Real Estate Option Income ETF | 3.13% | |
| YieldMax Bitcoin Option Income Strategy ETF | 3.09% |
HMSFX (Jan. 31, 2026)
| Security | Weight | |
|---|---|---|
| MLP | 12.43% | |
| Enterprise Products Partners LP | 11.94% | |
| MPLX LP PARTNERSHIP SHARES | 11.45% | |
| PLAINS ALL AMER PIPELINE LP PARTNERSHIP SHARES | 9.78% | |
| ANTERO MIDSTREAM CORP | 7.40% | |
| WILLIAMS COS INC | 7.12% | |
| ONEOK INC | 6.91% | |
| WESTERN MIDSTREAM PARTNERS LP MLP | 5.76% | |
| FRST AM-GV OB-X | 5.04% | |
| FIRST AM-TR OB-X | 4.40% | |
| KINDER MORGAN INC | 4.07% | |
| TC ENERGY CORP | 3.88% | |
| TARGA RESOURCES CORP | 3.68% | |
| CHENIERE ENERGY INC | 3.28% | |
| DT MIDSTREAM INC | 2.87% |
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