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XFLX vs ACTIX

Shared holdings
3
XFLX covered by ACTIX
25.64%
ACTIX covered by XFLX
25.64%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 14 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

XFLX (March 31, 2026)

SecurityWeight
FMR-CORP BND ETF9.79%
Mount Vernon Liquid Assets Portfolio, LLC9.63%
iShares Trust IBOXX USD INVST GRADE CORP9.55%
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund9.12%
iShares Broad USD Investment Grade Corporate Bond ETF8.96%
iShares 5-10 Year Investment Grade Corporate Bond ETF8.95%
PIMCO Active Bond Exchange-Traded Fund8.81%
STATE STREET SPDR PORTFOLIO HI SS SPDR P HIGH YIELD ETF7.74%
NYLI Merger Arbitrage ETF7.63%
ISHARES CORE 60 40 BALANCED ALLOCATION ETF7.41%
iShares Core 30/70 Conservative Allocation ETF7.38%
ISHR 1-5Y INV GR4.41%
FRST AM-GV OB-X0.58%
V/E F ANGL HI YL0.04%

ACTIX (March 31, 2026)

SecurityWeight
STATE STREET SPDR PORTFOLIO HI SS SPDR P HIGH YIELD ETF19.94%
iShares 10+ Year Investment Grade Corporate Bond ETF13.58%
iShares iBonds Dec 2031 Term Corporate ETF12.48%
iShares 5-10 Year Investment Grade Corporate Bond ETF10.03%
iShares Broad USD Investment Grade Corporate Bond ETF9.99%
VANGUARD INT-TERM CORPORATE MUTUAL FUND9.92%
Invesco Variable Rate US Preferred Stock ETF9.91%
ISHARES IBONDS DEC 2029 TERM CORPORATE ETF7.44%
ISHARES IBONDS DEC 2030 TERM CORPORATE ETF4.97%
MONEYMKT1.73%

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