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PFSMX vs DAAVX

Shared holdings
1
PFSMX covered by DAAVX
5.04%
DAAVX covered by PFSMX
5.04%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 17 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

PFSMX (Jan. 31, 2026)

SecurityWeight
MFS-VALUE-R612.12%
MFS Growth Fund11.74%
MFS-RESEAR-R611.06%
MFS Mid Cap Value Fund10.01%
MFS Mid Cap Growth Fund9.62%
MFS-RSCH IN-R68.02%
MFS-INTL LCV-R65.13%
MFS-GL RL ES-R55.10%
iShares GSCI Commodity Dynamic Roll Strategy ETF5.04%
MFS-INTL GRW-R64.99%
MFS-INTL EQ-R64.96%
State Street SPDR Portfolio Emerging Markets ETF2.95%
VANGUARD SMALL-CAP VALUE ETF MUTUAL FUND2.49%
Vanguard Small-Cap Growth ETF2.39%
SCHWAB INTL SMALL-CAP EQUITY MUTUAL FUND2.08%
MFS-INT N D-R61.89%
BlackRock Liquidity FedFund - Institutional Class0.42%

DAAVX (Jan. 31, 2026)

SecurityWeight
iShares GSCI Commodity Dynamic Roll Strategy ETF18.02%
MSILF-GOVT-INS12.18%
US TREASURY N/B4.36%
US TREASURY N/B4.34%
US TREASURY N/B4.34%
US TREASURY N/B3.81%
US TREASURY N/B3.76%
US TREASURY N/B3.75%
Central American Bank for Economic Integration3.28%
BRIT COLUMBIA3.26%
AMAZON.COM INC3.25%
US TREASURY N/B3.22%
US TREASURY N/B3.21%
US TREASURY N/B3.21%
KHFC 5 3/8 11/15/262.21%
US TREASURY N/B2.18%
APPLE INC2.18%
ONTARIO PROVINCE2.18%
ASIAN DEV BANK2.17%
NEDFIN 0 7/8 06/15/262.16%
Bristol-Myers Squibb Co1.95%
INVES NASDAQ 1001.68%
OESTER KONTROLBK1.64%
ASIAN DEV BANK1.62%
MANITOBA (PROV)1.41%
Franklin Templeton ETF Trust FTSE JAPAN ETF1.36%
CISCO SYSTEMS1.08%
SPDR S&P 500 ETF Trust0.93%
IBM International Capital Pte. Ltd.0.82%
INT BK RECON&DEV0.27%
FUT. EUR FOAT MAR260.06%
ITA GB 10YR FUT IKH6 03-06-260.04%
SPDR EURO STOXX 50 ETF MUTUAL FUND0.03%
ZCS BRL 14.0087 05/12/25-01/04/27 CME0.01%
Euro-BONO Sp Gov Mar260.01%
FRANKLIN UK ETF0.00%
FTSE 100 IDX FUT Mar260.00%

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