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LEXI vs AVTM

Shared holdings
25
LEXI covered by AVTM
11.77%
AVTM covered by LEXI
11.77%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 35 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

LEXI (Feb. 28, 2026)

SecurityWeight
iShares MSCI Intl Momentum Factor ETF6.37%
ISHARES MSCI USA MOMENTUM FA MUTUAL FUND5.86%
Xtrackers MSCI EAFE Hedged Equity ETF5.81%
SPDR S&P MidCap 400 ETF Trust5.73%
VANGUARD DVD A E5.61%
JPM ULTRA-SHT IN5.33%
PIMCO ENHANCED SHORT MATURITY PIMCO ENHANCED SHORT MATURIT5.30%
VANGUARD MEGA CAP GROWTH ETF CL ETF SHARES USD INC 0.000000005.23%
SPDR Dow Jones Industrial Average ETF Trust5.15%
U.S. Bank Money Market Deposit Account4.98%
VANGUARD GRW ETF4.43%
iShares Trust 0-5YR HIGH YEILD CORP BD ET4.37%
INVESCO S&P 500 EQUAL WEIGHT MUTUAL FUND4.29%
ISHARES MSCI EMERGING MARKETS INDEX FUND4.07%
OPTION3.35%
V/E SEMICONDUCT3.17%
iShares Short Treasury Bond ETF - Class USD INC2.18%
APPLIED MATERIALS INC2.13%
U.S. Treasury Bills1.86%
NVIDIA CORP1.64%
State Street Industrial Select Sector SPDR ETF USD Class1.54%
CATERPILLAR INC1.31%
State StreetFinSelSectSPDRETF1.26%
TJX COS INC1.16%
ALPHABET INC CL A1.06%
TESLA INC0.92%
MARRIOTT INTL-A0.89%
VISA INC-CLASS A0.86%
APPLE INC0.84%
FREEPORT MCMORAN INC0.78%
MICROSOFT CORP0.75%
META PLATFORMS INC CL A0.62%
ORACLE CORP0.58%
CISCO SYSTEMS INC0.40%
HOME DEPOT INC0.17%

AVTM (Feb. 28, 2026)

SecurityWeight
NVIDIA CORP4.30%
Avantis U.S. Quality ETF3.70%
ALPHABET INC CL C3.67%
APPLE INC3.00%
JPMORGAN CHASE and CO2.37%
META PLATFORMS INC CL A2.08%
LILLY ELI and CO1.79%
TWILIO INC CLASS A1.57%
GOLDMAN SACHS GROUP INC1.54%
BERKSHIRE HATH-B1.47%
Avantis International Equity ETF1.47%
MICROSOFT CORP1.46%
MARRIOTT INTL-A1.38%
NIKE INC CL B1.09%
SPDR S&P MidCap 400 ETF Trust1.06%
AMAZON.COM INC1.05%
PURE STORAGE INC CL A1.03%
ALPHABET INC CL A1.02%
O'REILLY AUTOMOTIVE INC0.86%
OPTION0.84%
VISA INC-CLASS A0.83%
APPLIED MATERIALS INC0.74%
BROADCOM INC0.72%
ARISTA NETWORKS INC0.71%
COLGATE-PALMOLIVE CO0.71%
FEDEX CORP0.66%
iShares Russell 1000 Growth ETF0.63%
JABIL INC0.58%
PEPSICO INC0.58%
COSTCO WHOLESALE CORP0.57%
LENNOX INTL INC0.53%
COMFORT SYSTEMS USA INC0.53%
Avantis US Equity ETF0.53%
iShares Core S&P 500 ETF0.52%
NETFLIX INC0.50%
MICRON TECHNOLOGY INC0.50%
BANK OF AMERICA CORPORATION0.50%
EXXON MOBIL CORP0.49%
JOHNSON&JOHNSON0.47%
IQVIA HOLDINGS INC0.46%
SPDR Portfolio S&P 500 ETF0.45%
CISCO SYSTEMS INC0.44%
OKTA INC CL A0.42%
EMCOR GROUP INC0.42%
REGENERON PHARMACEUTICALS INC0.42%
ULTA BEAUTY INC0.40%
Russell 2000 ETF0.40%
State Street Navigator Securities Lending Government Money Market Portfolio0.38%
HOME DEPOT INC0.37%
L3HARRIS TECHNOLOGIES INC0.37%

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