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MBLCX vs Dynamic Alpha Macro Fund

Shared holdings
1
MBLCX covered by B
7.52%
B covered by MBLCX
7.52%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 16 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

MBLCX (April 30, 2026)

SecurityWeight
Madison Dividend Value ETF20.11%
Madison Short-Term Strategic Income ETF17.74%
Madison Aggregate Bond ETF16.92%
Madison Covered Call ETF13.71%
STATE STREET SPDR PORTFOLIO HI SS SPDR P HIGH YIELD ETF10.83%
SCHWAB US DVD EQUITY ETF MUTUAL FUND7.52%
V/E JPM EM L C B6.12%
GLOBAL X MLP ETF MUTUAL FUND3.12%
iShares 5-10 Year Investment Grade Corporate Bond ETF1.91%
State Street Navigator Securities Lending Government Money Market Portfolio1.16%
State Street Navigator Securities Lending Portfolio II0.86%
Federal National Mortgage Association0.00%
Government National Mortgage Association0.00%
G2 30680.00%
FED HM LN PC POOL C01005 FG 06/30 FIXED 80.00%
Federal National Mortgage Association0.00%

Dynamic Alpha Macro Fund (March 31, 2026)

SecurityWeight
US BANK MMDA - USBGFS 928.27%
INVES NASDAQ 10011.86%
SCHWAB US DVD EQUITY ETF MUTUAL FUND10.86%
U.S. Treasury Bills9.07%
VANGUARD RUSSELL 1000 GROWTH MUTUAL FUND7.62%
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF6.33%
BNYM-US L/C COR5.05%
Vanguard Value Index Fund ETF4.73%
VANGUARD DVD A E4.05%
GS EQL WGHT LRG3.82%
UST BILLS 0% 05/14/20263.65%
SPDR Portfolio S&P 500 ETF3.45%
WHEAT SEP 260.79%
ZCS BRL 14.0087 05/12/25-01/04/27 CME0.46%

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