Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
SRGIX vs AIHAX
Shared holdings
1
SRGIX covered by AIHAX
8.20%
AIHAX covered by SRGIX
8.20%
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.
SRGIX (Nov. 30, 2025)
| Security | Weight | |
|---|---|---|
| VANGUARD RUSSELL 1000 GROWTH MUTUAL FUND | 14.83% | |
| SS SPDR S&P15 VT | 11.38% | |
| PIMCO MULTISECTOR BOND ACTV MUTUAL FUND | 8.20% | |
| VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | 7.39% | |
| SPDR Bridgewater All Weather ETF | 6.80% | |
| ISHARES MSCI USA MOMENTUM FA MUTUAL FUND | 6.26% | |
| Goldman Sachs ActiveBeta International Equity ETF | 5.70% | |
| iShares Global Financials ETF | 5.34% | |
| iShares MSCI International Quality Factor ETF | 5.32% | |
| State Street SPDR Portfolio Emerging Markets ETF | 5.26% | |
| VANGUARD INF T E | 5.07% | |
| EXCHANGE-TRADED FUND | 4.25% | |
| EXCHANGE-TRADED FUND | 3.69% | |
| State Street Industrial Select Sector SPDR ETF USD Class | 3.19% | |
| NYLI Merger Arbitrage ETF | 3.18% | |
| iShares Expanded Tech-Software Sector ETF | 2.87% | |
| MONEY MARKET FUND | 1.27% |
AIHAX (Feb. 28, 2026)
| Security | Weight | |
|---|---|---|
| iShares 5-10 Year Investment Grade Corporate Bond ETF | 18.26% | |
| PIMCO MULTISECTOR BOND ACTV MUTUAL FUND | 16.30% | |
| State Street DoubleLine TR Tact ETF | 10.81% | |
| FRST AM-GV OB-X | 9.62% | |
| VANGUARD TOTAL INTERNATIONAL BOND ETF | 8.73% | |
| iShares 10+ Year Investment Grade Corporate Bond ETF | 8.32% | |
| Janus Henderson Mortgage-Backed Securities ETF | 7.33% | |
| State Street SPDR Portfolio Short Term Corporate Bond ETF | 7.07% | |
| PIMCO Active Bond Exchange-Traded Fund | 4.57% | |
| ISHARES TIPS BOND ETF MUTUAL FUND | 4.51% | |
| SIMPLIFY MBS ETF | 4.48% |
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