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FTXAX vs TCMSX

Shared holdings
16
FTXAX covered by TCMSX
18.28%
TCMSX covered by FTXAX
18.28%

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.

FTXAX (March 31, 2026)

SecurityWeight
LUMENTUM HOLDINGS INC5.99%
BLOOM ENERGY CORP CL A4.59%
VERTIV HOLDINGS CO4.40%
MUFG Collateral3.77%
GUARDANT HEALTH INC3.40%
MODINE MFG CO3.38%
DIGITALOCEAN HOLDINGS INC3.16%
MONEY MARKET FUND2.99%
NEXTRACKER INC CL A2.35%
ELANCO ANIMAL HEALTH INC2.06%
BRIGHTSPRING HEALTH SERVICES INC1.98%
ADV ENERGY INDS1.96%
VIASAT INC1.90%
CALIFORNIA RESOU1.72%
FORMFACTOR INC1.60%
FIVE BELOW INC1.58%
CREDO TECHNOLOGY1.55%
PRIMORIS SVCS CORP1.49%
VSE CORP1.45%
INDIVIOR PHARMACEUTICALS INC1.42%
GLOBUS MEDICAL INC1.38%
HALOZYME THERAPEUTICS INC1.36%
VISTANCE NETWORKS INC1.35%
EVERUS CONSTRUCTION GROUP INC1.34%
FIRSTCASH HOLDINGS INC1.33%
ASTERA LABS INC1.32%
VIAVI SOLUTIONS INC1.28%
SKYLINE CHAMPION CORP1.23%
COGNEX CORP1.20%
IRHYTHM TECHNOLOGIES INC1.14%
ZURN ELKAY WATER SOLUTIONS CORP1.14%
BILL HOLDINGS INC1.14%
AAR CORP1.14%
VICTORIA'S SECRET and CO1.13%
US ULTRA BOND CBT Sep251.12%
LIBERTY ENERGY INC CL A1.03%
GARRETT MOTION INC1.03%
RED ROCK RESORTS INC1.00%
BOOT BARN HOLDINGS INC0.97%
HINGE HEALTH INC0.92%
ARGAN INC0.92%
SITIME CORP0.90%
FASTLY INC CL A0.89%
DUTCH BROS INC-A0.86%
KLAVIYO INC-A0.86%
TERADATA CORP0.85%
RUSH STREET INTERACTIVE INC0.85%
KULICKE and SOFFA INDUSTRIES INC0.84%
XOMETRY INC-A0.83%
SERVICETITAN INC-A0.82%

TCMSX (Feb. 28, 2026)

SecurityWeight
STANDEX INTL CORP2.32%
CASELLA WASTE SYS INC CL A2.16%
GRANITE CONSTRUCTION INC2.13%
ONTO INNOVATION INC2.09%
MODINE MFG CO1.91%
FIVE BELOW INC1.87%
MSILF-GOVT-INS1.82%
ALLEGRO MICROSYSTEMS INC1.74%
BLOOM ENERGY CORP CL A1.69%
MERCURY SYSTEMS INC1.69%
CELSIUS HOLDINGS INC1.64%
BRIGHTSPRING HEALTH SERVICES INC1.60%
VSE CORP1.59%
HERC HOLDINGS INC1.57%
QXO INC1.56%
ALIGNMENT HEALTHCARE INC1.52%
DYCOM INDUSTRIES INC1.45%
GLACIER BANCORP INC1.44%
Silicon Motion Technology Corp. SPONSORED ADR1.43%
TOWER SEMICONDCT1.41%
ELF BEAUTY INC1.40%
SAIA INC1.39%
NEXTRACKER INC CL A1.39%
SPX TECHNOLOGIES INC1.39%
LUMENTUM HOLDINGS INC1.35%
CONSTRUCTION PARTNERS INC CL A1.32%
PALOMAR HOLDINGS1.29%
LOAR HOLDINGS INC1.27%
FIRSTSERVICE-WI1.25%
SITEONE LANDSCAPE SUPPLY INC1.24%
PIPER SANDLER COS1.22%
REPLIGEN CORP1.22%
LIFE TIME GROUP HOLDINGS INC1.21%
HELIOS TECHNOLOGIES INC1.21%
SKYLINE CHAMPION CORP1.19%
COGNEX CORP1.19%
WESTERN ALLIANCE BANCORP1.18%
NORTHERN OIL AND GAS INC1.17%
CREDO TECHNOLOGY GROUP HOLDING LTD1.14%
RAMBUS INC1.12%
DAVE INC1.09%
ELEMENT SOLUTIONS INC1.07%
DUTCH BROS INC-A1.07%
SITIME CORP1.05%
SOLARIS OIL IN-A1.04%
BRIDGEBIO PHARMA INC0.99%
AAON INC0.97%
ATRICURE INC0.95%
PROTAGONIST THERAPEUTICS INC0.93%
ARROWHEAD PHARMACEUTICALS INC0.91%

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