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PDPCX vs AMAX

Shared holdings
1
PDPCX covered by AMAX
3.74%
AMAX covered by PDPCX
3.74%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 11 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

PDPCX (March 31, 2026)

SecurityWeight
Virtus Duff & Phelps Global Infrastructure Fund32.89%
Virtus Duff & Phelps Global Real Estate Securities Fund25.47%
Virtus Duff & Phelps Select MLP and Energy Fund12.33%
State Street SPDR S&P Global Natural Resources ETF8.44%
Virtus Duff & Phelps Water Fund5.08%
VANECK GOLD MINERS ETF/USA CL USD INC 0.000000003.74%
Virtus Duff & Phelps Clean Energy ETF3.56%
INVESCO DB COMMODITY INDEX TRACKING FUND3.51%
SCHWAB U.S. TIPS ETF MUTUAL FUND2.44%
Virtus Newfleet Senior Floating Rate Fund1.60%
Invesco DB Agriculture Fund0.96%

AMAX (Feb. 28, 2026)

SecurityWeight
OPTION25.10%
SPDR S&P 500 ETF Trust14.25%
PRIVATE13.19%
FT Vest Gold Strategy Target Income ETF13.00%
STRATEGY INC CL A7.31%
Vanguard Value Index Fund ETF7.20%
VANECK GOLD MINERS ETF/USA CL USD INC 0.000000006.98%
ETN5.66%
YieldMax GOOGL Option Income Strategy ETF1.36%
YieldMax AAPL Option Income Strategy ETF1.07%
YieldMax NVDA Option Income Strategy ETF0.93%
Yieldmax Amzn Option Income ETF0.84%
YieldMax MSFT Option Income Strategy ETF0.84%
Yieldmax Meta Option Income Strategy ETF0.82%
MONEYMKT0.63%
CMO0.43%
CMO0.24%
OPTION0.08%
CMO0.06%
Yieldmax Tsla Option Income ETF0.01%

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