Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
SYMCX vs HMXAX
Shared holdings
3
SYMCX covered by HMXAX
14.94%
HMXAX covered by SYMCX
14.94%
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.
SYMCX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| FIRST AM-TR OB-X | 14.77% | |
| Invesco S&P 500 Pure Value ETF | 5.01% | |
| iShares Trust RUSSELL 1000 VALUE ETF | 4.94% | |
| U.S. Treasury Bills | 3.71% | |
| U.S. Treasury Bills | 3.70% | |
| United States Treasury Bill | 3.70% | |
| WTI CRUDE SEP 26 | 3.69% | |
| U.S. Treasury Bills | 1.94% | |
| iShares 1-3 Yr Treas | 1.53% | |
| ISHARES 3-7 YEAR TSY. BD. | 1.51% | |
| ISHARES 7-10 YEAR TSY. BD | 1.50% | |
| ISHARES MSCI AUSTRALIA ETF MUTUAL FUND | 1.20% | |
| JPMORGAN BETABUILDERS JAPAN MUTUAL FUND | 1.19% | |
| BRENT CRUDE FUTR JUN26 IFEU 20260430 | 1.08% | |
| AT&T INC | 1.00% | |
| U.S. Treasury Bills | 0.97% | |
| INVESCO SENIOR LOAN ETF MUTUAL FUND | 0.95% | |
| State Street SPDR Bloomberg Convertible Securities ETF | 0.91% | |
| ISHARES J P MORGAN EM HIGH YIELD BOND ETF | 0.91% | |
| Invesco S&P 500 BuyWrite ETF | 0.91% | |
| iShares JP Morgan USD Em Mkts Bd ETF | 0.91% | |
| VANGUARD HIGH DVD YIELD ETF MUTUAL FUND | 0.90% | |
| LOW SU GASOIL G JUN26 IFEU 20260611 | 0.90% | |
| SPDR S&P INTL | 0.88% | |
| NEWMONT CORP | 0.85% | |
| CENCORA INC | 0.83% | |
| LOEWS CORP | 0.80% | |
| CARDINAL HEALTH INC | 0.77% | |
| iShares US Preferred Stock ETF | 0.73% | |
| HCA HEALTHCARE INC | 0.71% | |
| KINROSS GOLD CORP | 0.68% | |
| JOHNSON&JOHNSON | 0.63% | |
| iShares Trust 0-5YR HIGH YEILD CORP BD ET | 0.62% | |
| STATE STREET SPDR BLOOMBERG HIGH YIELD BOND MUTUAL FUND | 0.62% | |
| FLEXSHARES HIGH | 0.62% | |
| ISHARES US&INTL | 0.62% | |
| iShares Fallen Angels USD Bond ETF - Class USD INC | 0.61% | |
| VERIZON COMMUNICATIONS INC | 0.58% | |
| VENTAS INC REIT | 0.57% | |
| INVESCO LTD | 0.57% | |
| CBOE GLOBAL MARKETS INC | 0.56% | |
| L3HARRIS TECHNOLOGIES INC | 0.53% | |
| DELTA AIR LI | 0.53% | |
| TJX COS INC | 0.53% | |
| BANK OF NEW YORK MELLON CORP | 0.52% | |
| CISCO SYSTEMS INC | 0.52% | |
| GENERAL DYNAMICS CORPORATION | 0.51% | |
| BARRICK MINING CORP | 0.49% | |
| GLOBE LIFE INC | 0.49% | |
| MONSTER BEVERAGE CORP | 0.49% |
HMXAX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| FIRST AM-TR OB-X | 61.36% | |
| MONEYMKT | 18.70% | |
| USDpZARc Digi 17.50 DKO | 15.60% | |
| US ULTRA BOND CBT Sep25 | 4.22% | |
| CBOE Volatility Index Futures Contracts | 0.13% | |
| ZCS BRL 14.0087 05/12/25-01/04/27 CME | 0.00% |
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