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FLRT vs SOUAX

Shared holdings
40
FLRT covered by SOUAX
13.27%
SOUAX covered by FLRT
13.27%

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.

FLRT (April 30, 2026)

SecurityWeight
U.S. Bank Money Market Deposit Account4.76%
Mount Vernon Liquid Assets Portfolio, LLC1.25%
KKR Apple Bidco LLC, Term Loan B1.11%
Quikrete Holdings, Inc., Term Loan B-11.10%
GOLDEN NUGGET TERM B 1LN 01/29/20291.06%
UNSEAM TL B 1L USD1.00%
HUB INTL LTD0.91%
APPLIED SYST FRN 2/310.86%
EPICOR SOFTWARE TERM 1LN 05/30/20310.85%
CQP HOLDCO TERM B 1LN 12/31/20320.82%
Bleriot US Bidco Inc., Term Loan B0.82%
Rad CLO 12 Ltd., Series 2021-12A, Class A1AR0.81%
Voya CLO Ltd., Series 2020-2A, Class A1RR0.81%
Neuberger Berman Loan Advisers CLO 34 Ltd., Series 2019-34A, Class A1R20.81%
Ares XLIII CLO Ltd., Series 2017-43A, Class A1R20.81%
Benefit Street Partners CLO Ltd., Series 2015-6BR, Class A1R0.80%
FCG Acquisitions, Inc., First Lien Initial Term Loan0.80%
TRAVERSE MIDSTREAM TERM B 1LN 02/16/20280.79%
Asplundh Tree Expert Term Loan B (Incremental) 175 2031-04-230.79%
ENV TL 1L USD0.79%
WESTINGHOUSE TERM B 1LN 01/27/20310.79%
Chariot Buyer LLC/Term Loan B 07/250.79%
WHATABURGER TERM B 1LN 08/03/20280.79%
Bausch & Lomb Corporation, Repriced Term Loan0.78%
GOAT Holdco LLC, First Lien Term Loan B0.78%
CORELOGIC INC TL 1ST LIEN (TSFR3M+361.448) (FLR 0.5) 7.28640% 06-02-280.77%
Ultimate Software Group, Inc., First Lien Term Loan0.76%
BCPE EMPIRE HOLDINGS INC 2026 10TH AMENDMENT TERM LOAN0.76%
ATHENA TL B 1L USD0.76%
WAND NEWCO 3, INC. TL 30-Jan-310.76%
Apex Group Treasury Ltd., Term Loan0.75%
STANDARDAERO TERM B1 1LN 10/31/20310.75%
T/L STUBHUB HOLDCO SUB LLC REGD ZCP TERM LOAN 0.000000000.74%
Seaworld Parks & Entertainment, Inc., Term Loan B-20.74%
SAVOR ACQUISITION, INC. TERM LOAN B0.73%
Solera Term Loan B 400 2028-05-150.72%
TK Elevator US Newco Inc2025 USD Term Loan B0.72%
Motion Finco Sarl2024 USD Term Loan B0.70%
PYE-BARKER TERM 1LN 12/16/20320.70%
EMRLD Borrower LP Term Loan B0.68%
T/L ACRISURE LLC REGD 0.000000000.67%
Golub Capital Partners CLO 66B Ltd., Series 2023-66A, Class AR0.64%
Indicor LLC, First Lien, Dollar CME Term Loan, E0.63%
TRANSDIGM TERM J 1LN 02/28/20310.63%
Turquoise / TRQ Sales LLC, Term Loan0.63%
Six Flags Entertainment Corporation 2024 Term Loan B0.63%
Cube Industrials/Circor 10/25 Cov-Lite TLB0.62%
CHART INDUSTRIES TERM B 1LN 3/15/20300.61%
FILTRATION GROUP TERM B 1LN 10/21/20280.60%
Golden State Foods LLC, First Lien, Initial CME Term Loan0.56%

SOUAX (March 31, 2026)

SecurityWeight
American Beacon U.S. Government Money Market Fund9.98%
FRONERI US INC1.64%
Bausch & Lomb Corporation, Repriced Term Loan1.46%
ZAYO TL 1L USD1.41%
Victra Holdings LLC, First Lien Term Loan1.37%
CZR TL B1 1L USD1.21%
Ultimate Software Group, Inc., First Lien Term Loan1.17%
GRATHO TL B 1L USD1.17%
Cengage Learning, Inc., Term Loan B1.10%
T/L FOCUS FINANCIAL PARTNERS LLC REGD 0.000000001.10%
T/L DAYFORCE INC REGD 0.000000001.10%
T/L ACRISURE LLC REGD 0.000000001.09%
BOXER PARENT TL1.07%
OneDigital Health and Benefits Term Loan B 300 2031-07-011.05%
Chariot Buyer LLC/Term Loan B 07/251.04%
HOLOGIC INC 2026 TERM LOAN B1.00%
T/L HIGHTOWER HOLDING LLC REGD 0.000000001.00%
T/L DG INVESTMENT INTERMEDIATE HOLDINGS 2 INC REGD 0.000000000.97%
GOLDEN NUGGET TERM B 1LN 01/29/20290.93%
T/L OVG BUSINESS SERVICES LLC REGD 0.000000000.92%
T/L MILANO ACQUISITION CORP REGD 0.000000000.92%
T/L ASCEND LEARNING LLC REGD 0.000000000.91%
Mitchell International, Inc., Term Loan0.86%
AVEANNA HEALTHCARE TERM B 1LN 9/17/20320.78%
Garda World Security Corporation, Term Loan B0.78%
T/L CROWN FINANCE US INC 0.000000000.76%
UNITED PACIFIC TERM B 1LN 07/09/20310.76%
T/L RADIOLOGY PARTNERS INC REGD 0.000000000.74%
RP TL B 1L USD0.73%
UNSEAM TL B 1L USD0.72%
ELECTRONIC ARTS INC USD TERM LOAN B0.72%
EG GROUP TERM B 1LN 02/10/20310.72%
WAND NEWCO 3, INC. TL 30-Jan-310.72%
T/L ALPHA GENERATION LLC REGD ZCP TERM LOAN 0.000000000.71%
LC AHAB US BIDCO LLC TERM LOAN B0.71%
ZELIS TERM B 1LN 11/26/20310.71%
RESTAURANT TECHNOLOGIES TERM B 1LN 4/2/20290.71%
Golden State Foods LLC, First Lien, Initial CME Term Loan0.70%
VOYAGER PARENT LLC TL-B 1ST LIEN (TSFR3M+425)(FLR 0.0) FRN 07-01-320.68%
WESTINGHOUSE TERM B 1LN 01/27/20310.67%
HARSCO CORPORATION 2021 TERM LOAN0.66%
T/L LIFEPOINT HEALTH INC REGD ZCP TERM LOAN 0.000000000.65%
SFR TERM B14 1LN 5/31/20310.64%
Verscend Holding Corp., Term Loan B0.64%
Ardonagh Midco 3 PLC 2024 USD Term Loan B0.64%
VIRGIN MEDIA TERM Y 1LN 03/31/20310.62%
Eisner Advisory Group Term Loan B 400 2031-02-050.61%
T/L KAMAN CORPORATION REGD 0.000000000.61%
IONPLA TL B 1L USD0.61%
REZI TL B 1L USD0.60%

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