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ORILX vs VEGA

Shared holdings
3
ORILX covered by VEGA
10.41%
VEGA covered by ORILX
10.41%

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%

VEGA (March 31, 2026)

SecurityWeight
SPDR S&P 500 ETF Trust31.17%
DREY INST PREF GOV MM-M20.46%
iShares Core Universal USD Bond ETF14.72%
ISHARES MSCI EAFE ETF MUTUAL FUND8.61%
ISHRS US E F R A ETF-USD INC MUTUAL FUND5.47%
ISHARES US TREASURY BOND ETF5.34%
ISHARES MSCI EMERGING MARKETS INDEX FUND3.92%
ISHARES MBS ETF MUTUAL FUND3.28%
ISHARES RUSSELL MID-CAP GROWTH ISHARES RUSSELL MID-CAP GROW3.13%
BLACKROCK LIQUIDITY T FUND2.29%
ISHARES GOLD TRUST MUTUAL FUND1.56%
PUT SPDR S&P 500 ETF 01/16/2026 P6430.05%

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