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VRP vs PFLD

Shared holdings
242
VRP covered by PFLD
60.92%
PFLD covered by VRP
60.92%

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.

VRP (Feb. 28, 2026)

SecurityWeight
Invesco Private Prime Fund5.72%
Invesco Private Government Fund2.20%
Wells Fargo & Co., Series BB1.22%
Bank of America Corp.1.09%
JPMorgan Chase & Co., Series OO1.09%
C V6.875 PERP GG0.96%
Citigroup, Inc. 7.875% 10/30/400.93%
JPMorgan Chase & Co., Series NN0.92%
C V6.625 PERP0.90%
BANK OF AMERICA CORP REGD V/R /PERP/ 6.250000000.90%
BPLN V4.875 PERP0.87%
Goldman Sachs Group, Inc. (The), Series X0.84%
CVS Health Corp.0.83%
Bank of America Corp., Series FF0.81%
Vodafone Group Public Limited Company0.74%
SCHW V4 PERP H0.73%
Wells Fargo & Co.0.73%
The Goldman Sachs Group, Inc.0.72%
C V6.95 PERP FF0.72%
SCHW V4 PERP I0.71%
Bank of America Corp., Series TT0.71%
JPM V3.65 PERP KK0.70%
GS V6.85 PERP0.69%
SOUTHERN CO0.66%
Wells Fargo & Co.0.64%
C V7.125 PERP CC0.63%
Truist Financial Corp., Series N0.60%
Bank of America Corp., Series RR0.58%
Goldman Sachs Group, Inc. (The), Series W0.56%
AXP 3.55 PERP0.56%
Citigroup Inc., Series AA0.55%
Citigroup Inc., Series DD0.55%
STT V6.7 PERP I0.55%
NextEra Energy Capital Holdings, Inc.0.54%
The PNC Financial Services Group, Inc.0.54%
PG&E CORP SUB (H) 7.375% 03-15-55/300.54%
C V6.75 PERP EE0.53%
Transcanada Trust Variable Rate, Due 03/15/20770.53%
JPMorgan Chase & Co., Series II0.53%
C V6.25 PERP T0.53%
AMER ELEC PWR0.53%
AMER ELEC PWR0.52%
USB V3.7 PERP0.52%
The PNC Financial Services Group, Inc.0.52%
DOMINION ENERGY0.51%
ENBRIDGE INC SUBORDINATED 01/84 VAR0.50%
BP CAPITAL PLC0.48%
DOMINION ENERGY0.47%
ALLY FINL. INC F2V0.47%
Bell Canada0.46%

PFLD (Jan. 31, 2026)

SecurityWeight
Mount Vernon Liquid Assets Portfolio, LLC5.98%
Wells Fargo & Co., Series BB1.67%
JPMorgan Chase & Co., Series OO1.21%
BPLN V4.875 PERP1.18%
Invesco Government & Agency Portfolio, Institutional Class1.12%
CVS Health Corp.1.12%
SCHW V4 PERP H0.99%
Wells Fargo & Co.0.99%
SCHW V4 PERP I0.97%
GS V6.85 PERP0.93%
Bank of America Corp.0.81%
Truist Financial Corp., Series N0.80%
JPM V3.65 PERP KK0.78%
AXP 3.55 PERP0.75%
The PNC Financial Services Group, Inc.0.73%
STT V6.7 PERP I0.73%
NextEra Energy Capital Holdings, Inc.0.73%
PG&E CORP SUB (H) 7.375% 03-15-55/300.73%
JPMorgan Chase & Co., Series EE, Pfd.0.72%
AMER ELEC PWR0.72%
Transcanada Trust Variable Rate, Due 03/15/20770.71%
USB V3.7 PERP0.70%
The PNC Financial Services Group, Inc.0.69%
DOMINION ENERGY0.69%
ALLY FINL. INC F2V0.65%
JPMorgan Chase & Co., Series DD, Pfd.0.65%
BANK OF AMERICA CORP REGD V/R /PERP/ 6.250000000.64%
C V6.875 PERP GG0.64%
PNC FINANCIAL SERVICES JR SUBORDINA 12/99 VAR0.61%
C V6.625 PERP0.60%
CORPBOND0.60%
EMERA INC SUB (H) 6.75% 06-15-76/260.58%
Energy Transfer LP0.58%
Bank of America Corp., Series FF0.58%
JPMorgan Chase & Co., Series II0.57%
TRPCN 5 7/8 08/15/760.56%
Rogers Communications Inc.0.55%
SEMPRA0.54%
Bank of America Corp., Series TT0.53%
C V3.875 PERP X0.52%
TRANSCANADA TRUST REGD V/R 5.500000000.52%
Goldman Sachs Group, Inc. (The), Series D, Pfd.0.50%
DOMINION ENERGY0.50%
JPMorgan Chase & Co. Series CC, 7.117%, 05/01/20260.49%
Bell Canada0.49%
NEXTERA ENERGY0.49%
C V6.95 PERP FF0.49%
COREBRIDGE FIN0.49%
PRUDENTIAL FIN0.48%
ENBRIDGE INC SUBORDINATED 07/80 VAR0.48%

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