Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
TSEL vs AFGR
Shared holdings
22
TSEL covered by AFGR
60.47%
AFGR covered by TSEL
60.47%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 25 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
TSEL (March 31, 2026)
| Security | Weight | |
|---|---|---|
| NVIDIA CORP | 16.64% | |
| AMAZON.COM INC | 7.31% | |
| DREY-GVT CSH-I | 6.66% | |
| META PLATFORMS INC CL A | 6.58% | |
| MICROSOFT CORP | 6.29% | |
| Spotify Technology SA | 5.05% | |
| SHOPIFY INC CL A | 4.92% | |
| ALPHABET INC CL A | 4.79% | |
| BROADCOM INC | 4.49% | |
| CARVANA CO CL A | 3.67% | |
| CARPENTER TECHNOLOGY CORP | 3.51% | |
| NU Holdings Ltd/Cayman Islands | 3.30% | |
| BLOCK INC CL A | 3.27% | |
| VISA INC-CLASS A | 2.93% | |
| NETFLIX INC | 2.66% | |
| QUANTA SVCS INC | 2.59% | |
| INTERCONTINENTAL EXCHANGE INC | 2.54% | |
| DOORDASH INC-A | 2.46% | |
| SAMSARA INC-CL A | 2.09% | |
| CLOUDFLARE INC-A | 2.08% | |
| APPLOVIN CORP | 1.54% | |
| DATADOG INC CL A | 1.45% | |
| ROBLOX CORP - A | 1.44% | |
| AXON ENTERPRISE INC | 1.03% | |
| ULTRAGENYX PHARMA INC | 0.72% |
AFGR (Feb. 28, 2026)
| Security | Weight | |
|---|---|---|
| NVIDIA CORP | 12.70% | |
| ALPHABET INC CL A | 5.34% | |
| MICROSOFT CORP | 5.06% | |
| AMAZON.COM INC | 4.84% | |
| META PLATFORMS INC CL A | 4.66% | |
| BROADCOM INC | 4.49% | |
| APPLE INC | 4.18% | |
| MSILF Treasury Portfolio, Class Institutional | 2.79% | |
| SHOPIFY INC CL A | 2.76% | |
| TAIWAN SEMIC MFG CO LTD SP ADR | 2.63% | |
| NETFLIX INC | 2.36% | |
| CARVANA CO CL A | 2.28% | |
| LILLY ELI and CO | 2.06% | |
| VISA INC-CLASS A | 1.92% | |
| DOORDASH INC-A | 1.90% | |
| SEA LTD ADR | 1.82% | |
| CARPENTER TECHNOLOGY CORP | 1.75% | |
| NU HOLDINGS LTD/CAYMAN ISLANDS | 1.75% | |
| BLOCK INC CL A | 1.69% | |
| SAMSARA INC-CL A | 1.55% | |
| SPOTIFY TECHNOLOGY SA | 1.55% | |
| MASTERCARD INC CL A | 1.42% | |
| TESLA INC | 1.40% | |
| INTERCONTINENTAL EXCHANGE INC | 1.34% | |
| APPLOVIN CORP | 1.16% | |
| QUANTA SVCS INC | 1.14% | |
| CLOUDFLARE INC-A | 1.08% | |
| AXON ENTERPRISE INC | 1.00% | |
| GENERAL ELECTRIC CO | 0.93% | |
| KLA CORP | 0.93% | |
| ROBLOX CORP - A | 0.88% | |
| DATADOG INC CL A | 0.74% | |
| ARISTA NETWORKS INC | 0.74% | |
| AMPHENOL CORPORATION CL A | 0.74% | |
| VERTEX PHARMACEUTICALS INC | 0.73% | |
| HILTON WORLDWIDE HOLDINGS INC | 0.71% | |
| ADV MICRO DEVICE | 0.70% | |
| ORACLE CORP | 0.63% | |
| WALMART INC | 0.63% | |
| GE VERNOVA LLC | 0.59% | |
| PALANTIR TECHNOLOGIES INC | 0.59% | |
| SHERWIN WILLIAMS CO | 0.59% | |
| CATERPILLAR INC | 0.58% | |
| LOWES COS INC | 0.55% | |
| BJS WHSL CLUB HLDGS INC | 0.52% | |
| LIBERTY MEDIA CORP LIBERTY FORMULA ONE CL C | 0.50% | |
| O'REILLY AUTOMOTIVE INC | 0.49% | |
| ROYAL CARIBBEAN CRUISES LTD | 0.49% | |
| CHIPOTLE MEXICAN GRILL INC | 0.48% | |
| FERGUSON ENTERPRISES INC | 0.47% |
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