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TMFS vs FFTY

Shared holdings
2
TMFS covered by FFTY
11.87%
FFTY covered by TMFS
11.87%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 39 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

TMFS (Feb. 28, 2026)

SecurityWeight
Mount Vernon Liquid Assets Portfolio, LLC11.02%
STONEX GROUP INC6.59%
GXO LOGISTICS INC4.60%
HEXCEL CORPORATION4.18%
IPG PHOTONICS CORP3.67%
HERC HOLDINGS INC3.64%
PENUMBRA INC3.62%
ALPHATEC HOLDINGS INC3.45%
QXO INC3.37%
FRONTDOOR INC3.35%
TOAST INC-A3.17%
LIVERAMP HOLDINGS INC3.16%
LIVE OAK BANCSHARES INC2.78%
VERRA MOBILITY CORP2.75%
HEALTHEQUITY INC2.72%
UFP TECHNOLOGIES INC2.64%
NEWHOLD INVESTMENT CORP2.63%
U.S. Bank Money Market Deposit Account2.63%
LEONARDO DRS INC2.58%
EASTMAN CHEMICAL CO2.55%
SITIME CORP2.54%
AGREE REALTY CORP2.52%
ULTRAGENYX PHARMA INC2.51%
ADMA BIOLOGICS INC2.15%
GOOSEHEAD INSURANCE2.13%
STAG INDUSTRIAL INC CL A2.13%
ULTRA CLEAN HOLDINGS INC1.95%
NCINO INC1.91%
Q2 HOLDINGS INC1.68%
SITEONE LANDSCAPE SUPPLY INC1.45%
TOWNE BANK1.32%
WARBY PARKER INC1.21%
NORTHERN OIL AND GAS INC0.30%
GENTEX CORP0.25%
BELLRING BRANDS INC0.21%
RXO INC0.21%
CROCS INC0.19%
TREX CO INC0.16%
ALARM.COM HOLDINGS INC0.09%

FFTY (Jan. 31, 2026)

SecurityWeight
Mount Vernon Liquid Assets Portfolio, LLC16.09%
MIRUM PHARMACEUTICALS INC3.40%
MICRON TECHNOLOGY INC3.28%
ANAPTYSBIO INC3.12%
COMFORT SYSTEMS USA INC3.06%
FTAI AVIATION LTD2.92%
IAMGOLD CORP2.90%
PACS GROUP INC2.88%
ROCKET LAB CORP2.80%
CELESTICA INC SUB VTG2.79%
COEUR MINING INC2.74%
STERLING INFRASTRUCTURE INC2.60%
Gold Fields Ltd SPONSORED ADR2.57%
AXSOME THERAPEUTICS INC2.57%
DYCOM INDUSTRIES INC2.56%
APPLIED DIGITAL CORP2.55%
AMPHENOL CORPORATION CL A2.45%
ORLA MINING LTD2.44%
ANGLOGOLD ASHANTI PLC2.41%
RAMBUS INC2.38%
KINROSS GOLD CORP2.35%
NOVA LTD1.74%
GUARDANT HEALTH INC1.73%
AURA MINERALS INC1.71%
WHEATON PRECIOUS METALS CORP1.68%
ELDORADO GOLD1.68%
AGNICO EAGLE MINES LTD1.63%
TRIPLE FLAG1.59%
ARIS MINING CORP1.56%
ASTERA LABS INC1.50%
HECLA MINING CO1.37%
VERTIV HOLDINGS CO0.90%
LEMONADE INC0.89%
TRANSMEDICS GROUP INC0.88%
FIVE BELOW INC0.86%
SITIME CORP0.84%
NATERA INC0.84%
HARMONY GOLD MNG-SPON ADR DEPOSITARY RECEIPT0.83%
ROYAL GOLD INC0.83%
FIRST MAJESTIC S0.82%
HOWMET AEROSPACE INC0.81%
APPLIED OPTOELECTRONICS INC0.50%
TAIWAN SEMIC MFG CO LTD SP ADR0.45%
FABRINET0.44%
KARMAN HOLDINGS INC0.43%
INTERACTIVE BROKERS GROUP INC0.43%
SOLARIS OIL IN-A0.43%
ALIGNMENT HEALTHCARE INC0.42%
NEWMONT CORP0.41%
ALAMOS GOLD INC A0.40%

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