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RFIMX vs ASCGX

Shared holdings
8
RFIMX covered by ASCGX
9.41%
ASCGX covered by RFIMX
9.41%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 47 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

RFIMX (Jan. 31, 2026)

SecurityWeight
PDF SOLUTIONS INC4.18%
LIGAND PHARMACEUTICALS4.07%
PHIBRO ANIMAL HEALTH CORP CL A3.69%
IRADIMED CORP3.58%
ARGAN INC3.24%
DOUGLAS DYNAMICS INC3.23%
METROPOLITAN BANK HOLDING CORP3.20%
BUSINESS FIRST BANCSHARES INC2.98%
UFP TECHNOLOGIES INC2.97%
LEMAITRE VASCULAR INC2.78%
ANI PHARMACEUTICALS INC2.72%
ADMA BIOLOGICS INC2.68%
SOLARIS OIL IN-A2.68%
NVE CORP2.68%
PERELLA WEINBERG PARTNERS2.63%
PENNANT GROUP-WI2.60%
VITA COCO CO INC/THE2.50%
GREEN BRICK PARTNERS INC2.49%
KARAT PACKAGING INC2.42%
I3 VERTICALS INC CL A2.41%
EXCELERATE ENERGY INC2.20%
VITAL FARMS INC2.07%
GCI LIBERTY INC. - CL C2.00%
NCINO INC1.97%
BIOLIFE SOLUTIONS INC1.93%
FMR-TREASURY-III1.92%
TRIUMPH FINANCIAL INC1.89%
KURA SUSHI USA INC CL A1.87%
WORKIVA INC1.79%
SELECT WATER SOLUTIONS INC CL A1.68%
Oddity Tech Ltd. SHS CL A1.67%
GUARDIAN PHARMACY SERVICES INC1.66%
TETRA TECHNOLOGIES INC1.56%
COASTAL FINANCIAL CORP/WA1.55%
MESA LABS1.43%
COVENANT LOGISTICS GROUP INC1.40%
PEGASYSTEMS INC1.33%
BOOT BARN HOLDINGS INC1.33%
LIMBACH HOLDINGS INC1.23%
TERAWULF INC1.23%
WARBY PARKER INC1.17%
PREFORMED LINE PRODUCTS CO1.01%
PLANET LABS PBC A0.97%
FIRST WATCH RESTAURANT GROUP INC0.93%
MCGRATH RENTCORP0.87%
QUINSTREET INC0.81%
WATERBRIDGE IN-A0.81%

ASCGX (March 31, 2026)

SecurityWeight
FIRST AM-TR OB-X4.58%
PATTERSON-UTI ENERGY INC2.84%
BRIGHTSPRING HEALTH SERVICES INC2.42%
MATADOR RESOURCES COMPANY2.30%
KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC2.25%
RBC BEARINGS INC2.01%
MODINE MFG CO1.99%
GUARDIAN PHARMACY SERVICES INC1.98%
ADV ENERGY INDS1.88%
LIGAND PHARMACEUTICALS1.84%
STERLING INFRASTRUCTURE INC1.77%
MASTEC INC1.77%
SOLARIS OIL IN-A1.61%
DIGITALOCEAN HOLDINGS INC1.58%
FABRINET1.56%
ENSIGN GROUP INC1.50%
KARMAN HOLDINGS INC1.48%
NLIGHT INC1.48%
NEXTRACKER INC CL A1.45%
PLANET LABS PBC A1.44%
PALVELLA THERAPEUTICS INC1.42%
NATIONAL VISION HOLDINGS INC1.41%
ARGAN INC1.39%
DYCOM INDUSTRIES INC1.39%
ADTRAN HOLDINGS INC1.38%
AMPRIUS TECHNOLOGIES INC1.38%
FIVE BELOW INC1.37%
ULTRA CLEAN HOLDINGS INC1.36%
IONIS PHARMACEUTICALS INC1.33%
LATTICE SEMICONDUCTOR CORP1.32%
CARPENTER TECHNOLOGY CORP1.32%
MERCURY SYSTEMS INC1.28%
JFROG LTD1.28%
SITEONE LANDSCAPE SUPPLY INC1.26%
KRYSTAL BIOTECH INC1.16%
MKS INSTRUMENTS INC1.14%
AXOGEN INC1.10%
TTM TECHNOLOGIES INC1.10%
KRATOS DEFENSE and SEC SOLTN INC1.10%
CONSTRUCTION PARTNERS INC CL A1.08%
APOGEE THERAPEUTICS INC1.07%
KLAVIYO INC-A1.05%
FIRSTCASH HOLDINGS INC1.03%
VSE CORP1.01%
WAYSTAR HOLDING CORP1.01%
ONTO INNOVATION INC1.00%
SITIME CORP0.99%
CAVA GROUP INC0.99%
MIRUM PHARMACEUTICALS INC0.98%
UNIVERSAL TECHNI0.97%

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