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PTIPX vs PUTIX

Shared holdings
50
PTIPX covered by PUTIX
26.87%
PUTIX covered by PTIPX
26.87%

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.

PTIPX (March 31, 2026)

SecurityWeight
Uniform Mortgage-Backed Security, TBA15.31%
FNCL 6 6/2411.60%
PIMCO SHORT ASSET PORTFOLIO MUTUAL FUND8.49%
US ULTRA BOND CBT Sep254.57%
Uniform Mortgage-Backed Security, TBA4.45%
U.S. Treasury Bills3.35%
FR SD84752.18%
iShares Core S&P 500 ETF1.85%
G2SF 4 4/231.64%
FREDDIE MAC FHR 5575 FC1.51%
G2SF 5 5/261.47%
FANNIE MAE FNR 2026 21 YF1.46%
Uniform Mortgage-Backed Security, TBA1.23%
Government National Mortgage Association1.12%
G2SF 4.5 4/261.08%
REPUBLIC OF PERU SR UNSECURED 144A 08/32 6.151.07%
G2SF 3.5 4/241.00%
LETRA TESOURO NACIONAL BILLS 10/26 0.000000.95%
FNMA POOL FA1296 FN 08/51 FIXED VAR0.93%
HCA INC DISC COML PAPER0.81%
FNMA POOL FS2937 FN 04/43 FIXED VAR0.77%
Government National Mortgage Association, TBA0.75%
Government National Mortgage Association, TBA0.74%
FNCL 5.5 4/260.71%
TITULOS DE TESORERIA BONDS 01/35 11.750.66%
FNCL 4 6/240.63%
Uniform Mortgage-Backed Security, TBA0.59%
Keurig Dr Pepper Inc 0% CP 13/04/20260.58%
RFR USD SOFR/1.75000 06/15/22-10Y LCH0.56%
Crown Castle, Inc.0.54%
Phillips 660.54%
TITULOS DE TESORERIA BONDS 08/29 110.51%
FNCL 5 4/260.50%
FEDERAL NAT MTG ASN GTD REM PA SOFR30A+ 09/25/20550.48%
RFR USD SOFR/1.75000 06/15/22-30Y LCH0.46%
G2 MB00220.44%
CHASEFLEX TRUST CFLX 2007 3 2A10.41%
US TREASURY N/B0.41%
REPUBLIC OF SOUTH AFRICA BONDS 03/36 6.250.37%
ASSET BACKED SECURITIES CORP H ABSHE 2004 HE3 M10.36%
DIAMETER CAPITAL CLO DCLO 2024 6A A1 144A0.34%
KKR FINANCIAL CLO LTD KKR 33A AR 144A0.34%
U.S. Treasury Bills0.34%
FREDDIE MAC FHR 5521 AF0.32%
BONOS DE TESORERIA SR UNSECURED 144A REGS 08/33 70.31%
REPUBLIC OF SOUTH AFRICA BONDS 02/35 8.8750.31%
US TREASURY N/B0.30%
WASHINGTON MUTUAL MORTGAGE PAS WMALT 2007 OA3 2A0.30%
CDX ITRAXX XOV44 5Y 35-100% SP MYC0.29%
GOVERNMENT NATIONAL MORTGAGE ASSOCIATION 25-124 HF SOFR30A+115 07/20/20550.27%

PUTIX (March 31, 2026)

SecurityWeight
US ULTRA BOND CBT Sep2513.74%
PIMCO PRV SHORT TERM FLT III MUTUAL FUND9.45%
Uniform Mortgage-Backed Security, TBA7.21%
Uniform Mortgage-Backed Security, TBA6.64%
FNCL 6 6/246.64%
Uniform Mortgage-Backed Security, TBA3.09%
PIMCO SHORT ASSET PORTFOLIO MUTUAL FUND2.62%
Government National Mortgage Association, TBA2.32%
Uniform Mortgage-Backed Security, TBA2.24%
FNCL 3 6/242.16%
G2SF 5 5/262.15%
US TREASURY N/B2.06%
LETRA TESOURO NACIONAL BILLS 10/26 0.000001.68%
Uniform Mortgage-Backed Security, TBA1.60%
U.S. TREASURY INFLATION-PROTECTED SECURITIES 0-5/8% 07/15/20321.45%
U.S. Treasury Inflation-Protected Indexed Notes1.22%
U.S. TREASURY INFLATION-PROTECTED SECURITIES 1.125% 01/15/20331.02%
SAGB 7 02/28/31 R2130.93%
RFR USD SOFR/3.50000 12/21/22-30Y CME0.66%
PROJECT CASHMERE CLASS A1 144A0.59%
RPLDCI 6.581 05/30/49 144A0.56%
BONOS DE TESORERIA SR UNSECURED 144A REGS 08/33 70.47%
LAZARD GROUP LLC0.46%
RESIDENTIAL ASSET SECURITIES C RASC 2006 EMX5 A40.45%
REPUBLIC OF PERU SR UNSECURED 144A 08/32 6.150.45%
REPUBLIC OF PERU SR UNSECURED REGS 08/31 6.950.44%
BARCLAYS PLC0.40%
TITULOS DE TESORERIA BONDS 01/35 11.750.40%
TITULOS DE TESORERIA BONDS 01/31 6.50.38%
SANTANDER UK GRP0.37%
FWD0Z35T8 COLOMBIA GOVT0.36%
UMBS0.34%
US TREASURY N/B0.34%
REPUBLIC OF SOUTH AFRICA BONDS 01/30 80.34%
LETRA TESOURO NACIONAL BILLS 07/26 0.000000.33%
TORO EUROPEAN CLO TCLO 3A ARRE 144A0.33%
CARLYLE GLOBAL MARKET STRATEGI CGMSE 2025 1A A1 144A0.33%
CORDATUS CLO PLC CORDA 12A ARR 144A0.33%
JAPAN (20 YEAR ISSUE) BONDS 12/44 20.33%
SG MORTGAGE SECURITIES TRUST SGMS 2006 OPT2 A3D0.32%
FNCL 4 6/240.32%
BPCE SA REGD V/R 144A P/P 6.612000000.32%
FWD0JVF55 COLOMBIA GOVT NDF0.29%
SHACKLETON CLO LTD SHACK 2019 14A A1RR 144A0.29%
ROMARK CLO LTD RMRK 2021 4A A1R 144A0.29%
NORTHWOODS CAPITAL LTD WOODS 2021 25A AR 144A0.29%
BENEFIT STREET PARTNERS CLO XXII LTD AR2 TSFR3M+115 04/20/2035 144A0.29%
UBS GROUP0.29%
ROYAL BK SCOTLND0.29%
BEAR STEARNS ASSET BACKED SECU BSABS 2007 HE2 2A40.28%

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