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PAMSX vs PEFIX

Shared holdings
6
PAMSX covered by PEFIX
9.61%
PEFIX covered by PAMSX
9.61%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

PAMSX (March 31, 2026)

SecurityWeight
PIMCO SHORT ASSET PORTFOLIO MUTUAL FUND8.90%
GOVERNMENT NATIONAL MORTGAGE ASSOCIATION SOFR30A+ 09/20/20753.72%
ROYAL BANK OF CANADA SR UNSECURED 08/26 VAR1.49%
JTI Financial Services North America LLC1.03%
NATIONAL BANK OF KUWAIT SAKP1.02%
NTT FINANCE1.01%
AMCOR FINANCE USA INC REGD 3.625000000.99%
GOVERNMENT NATIONAL MORTGAGE ASSOCIATION SER 2025-135 CL FE V/R 5.248880000.92%
FORD MOTOR CRED0.91%
GEN MOTORS FIN0.86%
Phillips 66 0% CP 08/04/20260.86%
MORGAN STANLEY0.86%
AMERICAN EXPRESS CO SR UNSECURED 11/26 VAR0.81%
SOUTHERN CAL ED0.81%
VOLKSWAGEN GROUP OF AMERICA FINANCE LLC0.81%
ATHENE GLOBAL FUNDING SECURED 144A 01/27 VAR0.78%
HNDA F 03/08/27 MTN0.73%
F+G GLOBAL FUNDING SECURED 144A 06/26 1.750.72%
ERAC USA Finance LLC 0% CP 20/04/20260.71%
Carvana Auto Receivables Trust, Series 2025-P4, Class A20.70%
Ford Credit Auto Owner Trust, Series 2025-B, Class A2B0.70%
Global Payments, Inc.0.70%
FREDDIE MAC FHR 5472 FA0.68%
FELLS POINT FUNDING TRUST 3.046% 01/31/2027 144A0.67%
EVERSOURCE ENERGY SR UNSECURED 08/26 1.40.67%
TOYOTA MOTOR CREDIT CORP SR UNSECURED 06/27 VAR0.67%
WELLS FARGO CO0.66%
JACKSON NATL LIFE GLOBAL SR SECURED 144A 04/26 3.050.66%
GOLDMAN SACHS GP0.64%
BARCLAYS PLC0.64%
CANADIAN IMPERIAL BK OF COMM FRN SOFR+122 10/02/20260.63%
JPMORGAN CHASE0.63%
KEURIG DR PEPPER0.62%
EVGRN 2025-1A A0.61%
ENERGY TRANSFER0.61%
ING GROEP NV0.58%
New York Life Global Funding0.58%
FREDDIE MAC FHR 5115 EM0.57%
Federation des Caisses Desjardins du Quebec0.56%
GOLDEN CREDIT CARD TRUST SER 2021-1A CL A REGD 144A P/P 1.140000000.56%
Air Lease Corporation 0% CP 02/04/20260.55%
Cox Enterprises, Inc. 3.35 09/15/20260.55%
BANK OF AMER CRP0.55%
ATH F 07/16/26 144A0.55%
MOLSON COORS0.54%
LLOYDS BK GR PLC0.54%
Chase Auto Owner Trust, Series 2025-1A, Class A20.50%
NATIONAL BK KUWAIT NY BRH INST0.50%
CITIGROUP INC0.48%
VERIZON MASTER TRUST VZMT 2024 6 A1B0.47%

PEFIX (March 31, 2026)

SecurityWeight
Uniform Mortgage-Backed Security, TBA14.97%
FNCL 6 6/2411.45%
PIMCO SHORT ASSET PORTFOLIO MUTUAL FUND9.13%
US ULTRA BOND CBT Sep257.71%
FNCL 5 4/263.85%
U.S. Treasury Bills3.27%
FR SD84752.16%
iShares Core S&P 500 ETF1.89%
G2SF 4 4/231.67%
FREDDIE MAC FHR 5575 FC1.53%
G2SF 3.5 4/241.45%
G2SF 5 5/261.30%
REPUBLIC OF PERU SR UNSECURED 144A 08/32 6.151.14%
Government National Mortgage Association1.10%
Uniform Mortgage-Backed Security, TBA0.90%
GSRPM MORTGAGE LOAN TRUST GSRPM 2006 1 M2 144A0.87%
Uniform Mortgage-Backed Security, TBA0.86%
Uniform Mortgage-Backed Security, TBA0.86%
FNCL 4 6/240.80%
FREDDIE MAC FHR 5580 FA0.76%
G2SF 4.5 4/260.75%
Government National Mortgage Association, TBA0.75%
Government National Mortgage Association, TBA0.75%
LETRA TESOURO NACIONAL BILLS 10/26 0.000000.72%
FNCL 5.5 4/260.67%
US TREASURY N/B0.59%
US TREASURY N/B0.58%
TITULOS DE TESORERIA BONDS 01/35 11.750.56%
Keurig Dr Pepper Inc 0% CP 13/04/20260.54%
SBNA AUTO RECEIVABLES TRUST SBAT 2025 SF1 C 144A0.51%
LETRA TESOURO NACIONAL BILLS 07/26 0.000000.46%
FNMA POOL FA1296 FN 08/51 FIXED VAR0.45%
U.S. Treasury Bill0.43%
FNMA POOL FS2937 FN 04/43 FIXED VAR0.37%
REPUBLIC OF SOUTH AFRICA BONDS 03/36 6.250.37%
TITULOS DE TESORERIA BONDS 08/29 110.37%
WAMU MORTGAGE PASS THROUGH CER WAMU 2006 AR13 2A0.35%
GSAA Trust, Series 2006-7, Class AF20.34%
Uniform Mortgage-Backed Security, TBA0.34%
MASTR SPECIALIZED LOAN TRUST MASD 2005 3 M1 144A0.33%
FED HM LN PC POOL RJ0137 FR 12/53 FIXED 50.31%
BONOS DE TESORERIA SR UNSECURED 144A REGS 08/33 70.30%
TITULOS DE TESORERIA BONDS 02/33 13.250.30%
GSAA HOME EQUITY TRUST GSAA 2007 4 A20.30%
Boyce Park Clo Ltd0.30%
LEHMAN XS TRUST LXS 2006 GP4 3A50.29%
GOVERNMENT NATIONAL MORTGAGE ASSOCIATION 25-124 HF SOFR30A+115 07/20/20550.29%
PALMER SQUARE EUROPEAN LOAN FU PSTET 2024 2A B 144A0.29%
MORGAN STANLEY CAPITAL INC MSAC 2007 HE5 A2B0.29%
WAMU MORTGAGE PASS THROUGH CER WAMU 2006 AR15 2A0.28%

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