Compare fund portfolios

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

vs

GIUIX vs SECIX

Shared holdings
8
GIUIX covered by SECIX
5.15%
SECIX covered by GIUIX
5.15%

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.

GIUIX (Sept. 30, 2024)

SecurityWeight
Guggenheim Variable Insurance Strategy Fund III58.73%
S&P 500 Total Return Index8.31%
Dreyfus Treasury Securities Cash Management Fund - Institutional Shares5.80%
Guggenheim Ultra Short Duration Fund - Institutional Class2.72%
CARLISLE COS INC0.62%
EMCOR GROUP INC0.56%
LENNOX INTL INC0.53%
OWENS CORNING INC0.51%
TOLL BROTHERS INC0.49%
WILLIAMS-SONOMA INC0.42%
ADVANCED DRAINAGE SYSTEMS INC0.41%
APPLIED INDU TEC0.41%
UFP INDUSTRIES INC0.40%
UNITED THERAPEUTICS CORP DEL0.36%
NEUROCRINE BIOSCIENCES INC0.35%
PURE STORAGE INC CL A0.35%
CORE & MAIN IN-A0.34%
HALOZYME THERAPEUTICS INC0.33%
ACUITY INC0.33%
DONALDSON CO INC0.33%
H&R BLOCK INC0.33%
VONTIER CORP W/I0.32%
EQUITABLE HOLDINGS INC0.31%
ENCOMPASS HEALTH CORP0.31%
RENAISSANCERE HLDGS LTD0.30%
MANHATTAN ASSOCIATES INC0.29%
MGIC INVT CORP0.28%
COMFORT SYSTEMS USA INC0.27%
UNITED RENTALS INC0.27%
CIRRUS LOGIC INC0.27%
DROPBOX INC CL A0.27%
TRAVEL+LEISURE CO0.26%
BOISE CASCADE CO0.26%
JAZZ PHARMA PLC0.26%
NEWMARKET CORP0.26%
MUELLER INDUSTRIES INC0.26%
PERMIAN RESOURCES CORP CL A0.25%
MASCO CORPORATION0.25%
ALLEGION PLC0.25%
AMERIPRISE FINANCIAL INC0.25%
INTL BANCSHARES0.25%
PACCAR INC0.25%
ARMSTRONG WORLD INDUSTRIES INC0.25%
WINGSTOP INC0.25%
WATTS WATER TECH INC CL A0.25%
SNAP-ON INCORPORATED0.24%
CROCS INC0.24%
NETAPP INC0.24%
INSIGHT ENTERPRISES INC0.24%
TE CONNECTIVITY PLC0.24%

SECIX (Sept. 30, 2024)

SecurityWeight
Dreyfus Treasury Securities Cash Management Fund - Institutional Shares3.78%
iShares Trust RUSSELL 1000 VALUE ETF3.76%
BERKSHIRE HATH-B2.83%
VERIZON COMMUNICATIONS INC2.73%
BANK OF AMERICA CORPORATION2.62%
WALMART INC2.61%
CHEVRON CORP2.31%
OGE ENERGY CORP1.93%
CURTISS WRIGHT CORPORATION1.92%
JPMORGAN CHASE and CO1.89%
JEFFERIES FINANCIAL GROUP INC1.87%
ALPHABET INC CL A1.85%
CONOCOPHILLIPS1.84%
JOHNSON&JOHNSON1.68%
EDISON INTL1.65%
TYSON FOODS INC CL A1.64%
FIRST HORIZON CORP1.64%
LEIDOS HOLDINGS INC1.63%
AMERICAN TOWER CORP1.54%
DIAMONDBACK ENERGY INC1.52%
MICROSOFT CORP1.47%
MEDTRONIC PLC1.44%
PAYPAL HOLDINGS1.40%
FORTINET INC1.37%
PINNACLE WEST CAPITAL CORP1.36%
FISERV INC1.32%
ENCOMPASS HEALTH CORP1.30%
KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC1.28%
L3HARRIS TECHNOLOGIES INC1.28%
AT&T INC1.21%
HCA HEALTHCARE INC1.17%
LEVI STRAUSS and COMPANY CL A1.17%
FREEPORT MCMORAN INC1.15%
INGREDION INC1.13%
EXELON CORP1.13%
ADV ENERGY INDS1.11%
COCA-COLA CO/THE1.09%
UNUM GROUP1.07%
WESTLAKE CORP1.06%
SCHWAB CHARLES CORP1.06%
LAS VEGAS SANDS CORP1.04%
SYNOVUS FINL1.04%
EAGLE MATERIALS INC1.03%
HUMANA INC1.03%
WELLS FARGO & CO1.02%
DUKE ENERGY CORP NEW1.00%
FERGUSON ENTERPRISES INC0.98%
MASTERCARD INC CL A0.97%
NUCOR CORP0.95%
MERCK & CO0.94%

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