Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
SCMGX vs CFSIX
Shared holdings
14
SCMGX covered by CFSIX
40.52%
CFSIX covered by SCMGX
40.52%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 40 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
SCMGX (Jan. 31, 2026)
| Security | Weight | |
|---|---|---|
| NVIDIA CORP | 9.54% | |
| ALPHABET INC CL A | 5.92% | |
| TAIWAN SEMIC MFG CO LTD SP ADR | 5.27% | |
| PUT Amazon.com, Inc. 01/02/2026 P205 | 4.84% | |
| ASML Holding NV - NY Reg Shares | 4.31% | |
| MERCADOLIBRE INC | 3.52% | |
| GALDERMA GROUP A | 3.34% | |
| AXON ENTERPRISE INC | 3.09% | |
| SHOPIFY INC CL A | 3.07% | |
| NETFLIX INC | 2.99% | |
| INTUITIVE SURGICAL INC | 2.93% | |
| DOORDASH INC-A | 2.90% | |
| TITAN CO LTD | 2.66% | |
| Bajaj Finance Ltd | 2.45% | |
| Spotify Technology SA | 2.27% | |
| CARVANA CO CL A | 2.20% | |
| VISA INC-CLASS A | 2.19% | |
| INTERCONTINENTAL EXCHANGE INC | 2.11% | |
| KEYENCE CORP | 2.10% | |
| CLOUDFLARE INC-A | 1.98% | |
| ADYEN NV | 1.97% | |
| FLUTTER ENTER-DI | 1.94% | |
| CARLISLE COS INC | 1.94% | |
| US ULTRA BOND CBT Sep25 | 1.88% | |
| BUILDERS FIRSTSOURCE | 1.86% | |
| SERVICENOW INC | 1.85% | |
| SK HYNIX INC | 1.73% | |
| HDFC BANK LTD | 1.73% | |
| DOLLARAMA INC | 1.70% | |
| On Holding AG | 1.68% | |
| ARGENX SE SPONSORED ADR | 1.68% | |
| APPLOVIN CORP | 1.62% | |
| TETRA TECH INC | 1.55% | |
| IRHYTHM TECHNOLOGIES INC | 1.54% | |
| SAMSARA INC-CL A | 1.46% | |
| 3I GROUP PLC | 1.38% | |
| BLOOM ENERGY CORP- A COMMON STOCK | 1.19% | |
| CTS Eventim AG & Company KGaA | 0.89% | |
| PRO MEDICUS LTD | 0.71% | |
| UNITED STATES DOLLAR | 0.00% |
CFSIX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| NVIDIA CORP | 14.84% | |
| DREY-GVT CSH-I | 7.22% | |
| META PLATFORMS INC CL A | 6.19% | |
| AMAZON.COM INC | 6.09% | |
| Spotify Technology SA | 4.71% | |
| TAIWAN SEMIC MFG CO LTD SP ADR | 4.56% | |
| SHOPIFY INC CL A | 4.51% | |
| ALPHABET INC CL A | 4.43% | |
| MICROSOFT CORP | 4.13% | |
| BROADCOM INC | 3.58% | |
| CARVANA CO CL A | 3.55% | |
| CARPENTER TECHNOLOGY CORP | 3.26% | |
| BLOCK INC CL A | 3.04% | |
| VISA INC-CLASS A | 2.72% | |
| NU Holdings Ltd/Cayman Islands | 2.62% | |
| NETFLIX INC | 2.47% | |
| INTERCONTINENTAL EXCHANGE INC | 2.41% | |
| SEA LTD ADR | 2.36% | |
| QUANTA SVCS INC | 2.34% | |
| CLOUDFLARE INC-A | 1.96% | |
| SEAGATE TECHNOLO | 1.95% | |
| SAMSARA INC-CL A | 1.93% | |
| DOORDASH INC-A | 1.83% | |
| LAM RESEARCH CORP | 1.47% | |
| APPLOVIN CORP | 1.47% | |
| ROBLOX CORP - A | 1.35% | |
| DATADOG INC CL A | 1.35% | |
| AXON ENTERPRISE INC | 0.95% | |
| ULTRAGENYX PHARMA INC | 0.71% |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.