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TRIO vs JAMFX

Shared holdings
1
TRIO covered by JAMFX
2.59%
JAMFX covered by TRIO
2.59%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 7 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

TRIO (April 30, 2026)

SecurityWeight
SPY 09/18/2026 6.58 C66.36%
IWM 12/18/2026 2.52 C14.94%
EFA 12/18/2026 0.94 C14.03%
FRST AM-GV OB-X2.59%
SPY 09/18/2026 657.63 P1.10%
IWM 12/18/2026 252.08 P0.54%
EFA 12/18/2026 93.84 P0.45%

JAMFX (Feb. 28, 2026)

SecurityWeight
PORCH GROUP INC5.98%
MONGODB INC CL A5.58%
DRAFTKINGS INC5.12%
COINBASE GLOBAL INC4.98%
OPTIMIZERX CORP4.32%
BLOCK INC CL A4.13%
BRAZE INC-A4.12%
ZILLOW GROUP INC CL C4.11%
POWERFLEET INC3.91%
SNOWFLAKE INC CL A3.72%
DOXIMITY INC-A3.61%
COMSCORE INC3.61%
FRST AM-GV OB-X3.40%
CIRCLE INTERNET GROUP INC A3.31%
ROBINHOOD MARKETS INC3.28%
WM TECHNOLOGY IN3.11%
CLOUDFLARE INC-A3.02%
ROCKET COS INC-A2.87%
FREIGHTOS LTD2.55%
NEXTDOOR HOLDINGS INC2.53%
SNAP INC - A2.42%
Grab Holdings Ltd., Class A2.19%
REPOSITRAK INC2.17%
REDDIT INC-A2.10%
ZHIHU INC - ADR DEPOSITARY RECEIPT1.95%
IDENTIV INC1.78%
IMPINJ INC1.42%
OVERSTOCK.COM INC DEL1.38%
LIGHTWAVE LOGIC INC1.38%
SOFI TECHNOLOGIES INC A1.32%
ATOMERA INC1.21%
IMMERSION CORP1.07%
INSPIRED ENTERTAINMENT INC0.96%
FLUTTER ENTERTAINMENT PLC0.74%
NU HOLDINGS LTD/CAYMAN ISLANDS0.65%
BED BATH & BEYOND INC Warrants (OCT 2025)0.02%

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