Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
HFND vs SSIZX
Shared holdings
3
HFND covered by SSIZX
29.04%
SSIZX covered by HFND
29.04%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 30 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
HFND (Feb. 28, 2026)
| Security | Weight | |
|---|---|---|
| FRST AM-GV OB-X | 22.94% | |
| VANGUARD GRW ETF | 12.18% | |
| State StreetFinSelSectSPDRETF | 8.77% | |
| ISHARES AGENCY BOND ETF | 8.60% | |
| Vanguard International Equity Index Funds FTSE EUROPE ETF | 6.80% | |
| US ULTRA BOND CBT Sep25 | 4.30% | |
| Vanguard Value Index Fund ETF | 4.22% | |
| INVESCO SENIOR LOAN ETF MUTUAL FUND | 3.85% | |
| Vanguard Emerging Markets Government Bond Index ETF | 2.67% | |
| ISHARES J P MORGAN EM HIGH YIELD BOND ETF | 2.62% | |
| ISHARES CONVT BD | 2.24% | |
| ISHARES MSCI CHINA ETF MUTUAL FUND | 2.24% | |
| STATE STREET ENERGY SELECT SECTOR SPDR ETF MUTUAL FUND | 2.22% | |
| UTILITIES SELECT SECTOR SPDR MUTUAL FUND | 2.16% | |
| Vanguard Scottsdale Funds VNG RUS2000IDX | 2.03% | |
| STATE STREET MATERIALS SELECT SECTOR SPDR ETF MUTUAL FUND | 1.95% | |
| State Street SPDR S&P Retail ETF | 1.93% | |
| State Street Industrial Select Sector SPDR ETF USD Class | 1.80% | |
| iShares Trust IBOXX USD INVST GRADE CORP | 1.54% | |
| ST STR SPDR S P BIOTECH E | 1.03% | |
| VANGUARD MID-C E | 0.99% | |
| STATE STREET CONSUMER DISCRETIONARY SELECT S SPDR | 0.78% | |
| State Street Consumer Staples Select Sector SPDR ETF | 0.77% | |
| ST STR SPDR S P HOMEBUILD | 0.64% | |
| ISHARES MSCI SOUTH KOREA ETF | 0.29% | |
| ISHARES MSCI SOUTH AFRICA ET MUTUAL FUND | 0.28% | |
| ISHARES MSCI BRAZIL ETF MUTUAL FUND | 0.08% | |
| ISHARES MSCI MEXICO ETF MUTUAL FUND | 0.07% | |
| ISHARES MSCI HONG KONG ETF | 0.01% | |
| iShares US Preferred Stock ETF | 0.00% |
SSIZX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| FRST AM-GV OB-X | 30.20% | |
| INVESCO SENIOR LOAN ETF MUTUAL FUND | 11.06% | |
| JPMorgan Income Fund | 5.39% | |
| PRIN-PR & CA-INS | 4.09% | |
| STATE STREET SPDR BLACKSTONE SENIOR LOAN MUTUAL FUND | 4.00% | |
| FPA-NEW INC-INS | 3.94% | |
| ISHARES CONVT BD | 3.93% | |
| HOLBR-INCOME-I | 3.55% | |
| ISHARES MBS ETF MUTUAL FUND | 3.50% | |
| VANGUARD TOTAL BOND MARKET ETF VANGUARD TOTAL BOND MARKET | 3.26% | |
| OPTION | 2.89% | |
| JPM MORTGAGE BS | 2.80% | |
| A/O-M/S INC-INS | 2.76% | |
| TCW MetWest Unconstrained Bond Fund | 2.62% | |
| VANGUARD LONG-TERM BOND ETF MUTUAL FUND | 2.50% | |
| JANUS HENDERSON AAA CLO ETF MUTUAL FUND | 2.01% | |
| BLACKROCK GLOBAL EQUITY MARKET NEUTRAL FUND CL INSTITUTIONAL 0.00000000 | 2.01% | |
| Tortoise Energy Infrastructure Total Return Fund | 1.77% | |
| JPM ACT BD ETF | 1.74% | |
| PIMCO Active Bond Exchange-Traded Fund | 1.73% | |
| THMPSN-BND | 1.34% | |
| Janus Henderson B-BBB CLO ETF - Class USD INC | 1.01% | |
| ISHARES TIPS BOND ETF MUTUAL FUND | 1.00% | |
| VICTORY MARKET NEUTRAL INCOME VICTORY MRKT NTRL INC-I | 0.49% | |
| Franklin Dynamic Municipal Bond ETF | 0.22% | |
| NVN-H/Y MUN-I | 0.03% | |
| NUVEEN BOND INDE | 0.02% | |
| BLKR-NTL MUN-INS | 0.02% | |
| PIMCO-HY MUNI-I | 0.01% | |
| TCW MetWest Total Return Bond Fund | 0.01% | |
| PIMCO-DIV IN-INS | 0.01% | |
| NEUBERGER-STRA-I | 0.01% | |
| NVN-SH DUR HY-I | 0.01% | |
| ALLSP-MUN BD-INS | 0.01% | |
| PIMCO-T/R-INS | 0.01% | |
| BLRK-STR MUN-I | 0.01% | |
| BLKR-STR INC-INS | 0.01% | |
| BLKR-HI YLD-INS | 0.01% | |
| AC-HI INC-Y | 0.00% | |
| CS-FL RT INC-I | 0.00% | |
| PIMCO-RL RTN-INS | 0.00% | |
| NVN-PREF SEC-I | 0.00% | |
| BLRK-NY MU O-INS | 0.00% | |
| BLK-FLOAT RA-INS | 0.00% | |
| PIMCO International Bond Fund U.S. Dollar-Hedged | 0.00% | |
| Aristotle Floating Rate Income Fund Class I | 0.00% | |
| NVV-INT DUR-I | 0.00% | |
| THRNB-STR IN-I | 0.00% | |
| NEUBERG-FL RT-IS | 0.00% | |
| Fidelity Capital & Income Fund | 0.00% |
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