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OTRGX vs SAPEX

Shared holdings
2
OTRGX covered by SAPEX
16.93%
SAPEX covered by OTRGX
16.93%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 8 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

OTRGX (March 31, 2026)

SecurityWeight
PIMCO ENHANCED SHORT MATURITY PIMCO ENHANCED SHORT MATURIT30.31%
FRST AM-GV OB-Z17.28%
MONEYMKT17.28%
Absolute Convertible Arbitrage Fund10.02%
V/P-CAT BND-Y10.01%
ISHARES TREASURY FLOATING RATE BOND ETF5.09%
MILLER MARKET NEUTRAL I5.05%
DIAMND HILL SH DU TOT RET4.97%

SAPEX (March 31, 2026)

SecurityWeight
U.S. Treasury Bills29.05%
U.S. Treasury Bills15.50%
INVESCO S&P 500 EQUAL WEIGHT MUTUAL FUND10.81%
U.S. Treasury Bills10.25%
MONEYMKT8.46%
FRST AM-GV OB-Z8.46%
Ambassador Fund USD Class5.84%
V/P-CAT BND-K5.83%
ISHARES S&P 100 ETF MUTUAL FUND5.73%
AQR LONG-SRT EQ FU C0.07%

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