Compare fund portfolios

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

vs

ORILX vs ACALX

Shared holdings
2
ORILX covered by ACALX
15.05%
ACALX covered by ORILX
15.05%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 15 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

ORILX (Feb. 28, 2026)

SecurityWeight
North Square Dynamic Small Cap Fund Class I14.80%
North Square Altrinsic International Equity Fund Class I14.31%
VANGUARD DVD A E11.93%
North Square RCIM Tax-Advantaged Preferred and Income Securities ETF11.67%
VANGUARD GRW ETF8.40%
North Square McKee Bond Class R68.12%
Vanguard Value Index Fund ETF6.64%
ISHARES MSCI EAFE ETF MUTUAL FUND6.49%
Invesco S&P 500 GARP ETF4.00%
North Square Kennedy MicroCap Fund Class I3.18%
North Square Strategic Income Fund Class I3.01%
North Square Select Small Cap Fund Class I2.81%
ISHARES MSCI EMERGING MARKETS INDEX FUND2.41%
ISHARES RUSSELL MID-CAP GROWTH ISHARES RUSSELL MID-CAP GROW1.51%
FIRST AM-TR OB-X0.70%

ACALX (March 31, 2026)

SecurityWeight
iShares Core S&P 500 ETF39.85%
VANGUARD GRW ETF19.81%
Vanguard Value Index Fund ETF17.39%
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF16.79%
ISHARES-C S&P MC5.07%
MONEYMKT1.08%

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