Top holdings
As of March 31, 2020 · N-PORT| Security | Ticker | Value | % of fund |
|---|---|---|---|
| APPLE INC | — | $181.05K | 6.78% |
| AMAZON.COM INC | — | $105.28K | 3.94% |
| BERKSHIRE HATH-B | — | $104.58K | 3.92% |
| ALPHABET INC CL A | — | $84.82K | 3.18% |
| VERIZON COMMUNICATIONS INC | — | $79.79K | 2.99% |
| MICROSOFT CORP | — | $78.07K | 2.92% |
| PFIZER INC | — | $76.31K | 2.86% |
| AT&T INC | — | $75.99K | 2.85% |
| MERCK & CO | — | $72.94K | 2.73% |
| MEDTRONIC PLC | — | $55.82K | 2.09% |
Portfolio moves
Dec 31, 2019 → Mar 31, 2020Opened
409
Exited
233
Increased
339
Decreased
401
Unchanged
200
How many positions this fund opened, exited, grew, trimmed, or left unchanged between its two most recent N-PORT snapshots — net changes between point-in-time reports, not a trade log.
Similar funds
Funds whose portfolios most overlap this one, by weight| Fund | Overlap | Net exp. |
|---|---|---|
| Gotham Index Plus All-Cap Fund | 58% | — |
| Gotham Absolute 500 Core Fund | 52% | — |
| Gotham Defensive Long Fund | 43% | — |
Footnotes
- Net assets and holdings count as of March 31, 2020, from the fund's N-PORT filing.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.