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PVI vs ATOAX

Shared holdings
3
PVI covered by ATOAX
1.66%
ATOAX covered by PVI
1.66%

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.

PVI (Feb. 28, 2026)

SecurityWeight
NYC WTR-AA-24.47%
NEW YORK CITY NY HSG DEV CORP MF MTGE REVENUE3.90%
ORLANDO UTILS-B-REF3.90%
NY ST DORM AUTH REVS NONST SUPVAR-ROCKEFELLER UNIV-SER A3.90%
TXS 2.77 06/1/20463.29%
NEW YORK NY3.25%
Florida Keys Aqueduct Authority, Series 2008, Ref. VRD RB3.25%
District of Columbia (Tranche 3), Series 1998 A, VRD RB3.01%
Emmaus (Borough of), PA General Authority, Series 1996, VRD RB2.60%
NYC TRAN FIN AUTH-C-42.28%
CTSHSG 2.77 11/15/20502.28%
Illinois Finance Authority, Series 2008, RB2.18%
HOUSTON TX UTILITY SYS REVENUE CITY OF HOUSTON TX COMBINED UTILITY SYSTEM REVENUE1.63%
West Palm Beach (City of), FL, Series 2008 C, VRD RB1.63%
Board of Regents of the University of Texas System, Series 2008 B, VRD RB1.63%
Halifax Hospital Medical Center, Series 2008, Ref. VRD RB1.63%
NYC HSG DEV CORP F-31.63%
Harris County Cultural Education Facilities Finance Corp. (Texas Children's Hospital), Series 2015, VRD RB1.30%
NYC TRANS FIN AUTH-B41.30%
NC CHAMED 01/15/20381.30%
State of California1.25%
NYC GO 15F-6 Q=JP V1+1.09%
Cleveland (City of) & Cuyahoga (County of), OH Port Authority (Museum of Art), Series 2005 D, VRD RB0.98%
Louisville (City of) & Jefferson (County of), KY Metropolitan Government (Norton Healthcare, Inc.), Series 2013, RB0.98%
Tennessee (State of), Series 2021, GO Bonds0.89%
Houston (City of), TX, Series 2012, RB0.89%
State of Louisiana Gasoline & Fuels Tax Revenue0.73%
NYC WTR AA 2 Q=JP V10.73%
NYC-D4-ADJ0.72%
State of Ohio, Series 2019, RB0.65%
NYSHSG 2.77 11/15/20360.65%
CITY OF MINNEAPOLIS M VAR0.65%
Pennsylvania Turnpike Commission, Turnpike Revenue Bonds, Variable Rate Series 20200.65%
NEW YORK N Y CITY MUN WTR FIN AUTH WTR & SWR SYS VAR 06/15/20500.65%
OAKLAND UNIV MI REVENUE0.65%
Iowa Finance Authority, Series 2018, RB0.65%
MASSACHUSETTS ST DEV FIN AGY REVENUE0.65%
Wisconsin (State of) Housing & Economic Development Authority, Series 2015 C, VRD RB0.65%
Massachusetts Development Finance Agency, Series 2024 U-10.65%
Wisconsin (State of) Health & Educational Facilities Authority (Aspirus Wausau Hospital), Series 2004, VRD RB0.65%
New Hampshire (State of) Business Finance Authority, Series 2024, VRD RB0.65%
Public Building Authority of Blount County Tennessee (The), Series 2003, RB0.63%
DELAWARE VLY REGL FIN0.63%
Louisiana Public Facilities Authority, Series 2017, RB0.55%
Tarrant County Cultural Education Facilities Finance Corp0.52%
County of Clark Department of Aviation, Series 2008, RB0.52%
BAY AREA TOLL AUTHORITY FRN 04-01-550.52%
Sevier (County of), TN Public Building Authority (The), Series 2004, RB0.50%
Illinois Finance Authority, Series 2006, RB0.49%
County of Shelby TN0.49%

ATOAX (Jan. 31, 2026)

SecurityWeight
Mississippi Business Finance Corp4.65%
Maryland Industrial Development Financing Authority4.17%
Harris County Cultural Education Facilities Finance Corp3.64%
JPMorgan Chase Putters/Drivers Trust2.65%
Pennsylvania Higher Educational Facilities Authority2.22%
Iowa Finance Authority2.12%
PEFA INC VAR2.11%
Florida Insurance Assistance Interlocal Agency Inc2.11%
HLTH BAPTIST AL 2013B V72.10%
County of Meade KY2.07%
Arkansas Development Finance Authority2.03%
WV UNIV HLTH 18E RFLOAT V72.03%
Sevier (County of), TN Public Building Authority (The), Series 2004, RB1.90%
JP MORGAN CHASE PUTTERS/DRIVERS TRUST VARIOUS STATES1.86%
Missouri Development Finance Board1.86%
CHTNOOGA TN COMNSPIRIT HLTH V71.79%
CENTRL BRADFORD PROGRESS AUTHPA1.78%
MUNIBOND1.69%
TNDR OPT-FLTR-MS00411.67%
Indiana Finance Authority1.66%
MICHIGAN ST BLDG AUTH REVENUE1.63%
Port of Corpus Christi Authority of Nueces County1.52%
Public Building Authority of Blount County Tennessee (The), Series 2003, RB1.49%
PRT ARTHR TX MTVA10D Q=SELF V71.46%
State of Ohio1.44%
MUNIBOND1.34%
PRT ARTHR TX MTVA10E Q=SELF V71.29%
MIAMI-DADE SLW 4.50% 11/1/2048 MT @1.25%
PENNSYLVANIA ST ECON DEV FING AUTH SOLID WASTE DISPOSAL REV1.25%
MUNIBOND1.23%
SOUTH CAROLINA ST PUBLIC SVC AUTH REVENUE1.23%
Massachusetts Development Finance Agency1.20%
Township of Weehawken NJ1.17%
NEW YORK NY REGD V/R B/E 2.550000001.10%
District of Columbia1.09%
PA THO JFFRSN U 18D RFLOAT V71.04%
REPUBLIC SERVICES INC (MPT) 3.45% 12-01-351.01%
Bartow-Cartersville Joint Development Authority1.00%
Iowa Finance Authority0.97%
Iowa Finance Authority0.88%
NYC GO FY21-2 Q=SELF V8+0.86%
MUNIBOND0.84%
WV NUCOR 25A-1 V7@0.84%
Town of Red Cedar WI0.82%
NY ST DORM AUTH-C0.82%
State of Ohio0.81%
Tarrant County Cultural Education Facilities Finance Corp0.78%
Citizens Memorial Hospital District, Series 2024 A0.76%
Tender Option Bond Trust Receipts/Certificates0.74%
County of Allen, Series 2025C0.70%

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