Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
17%
OVERLAP
BY WEIGHT
6
# OF OVERLAPPING
HOLDINGS
AGRW
44
HOLDINGS
14%
ALSO IN TMFG
TMFG
40
HOLDINGS
15%
ALSO IN AGRW
SECTOR DRIFT (AGRW minus TMFG)
OVERLAPPING HOLDINGS
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| Company | Weight in AGRW |
Weight in TMFG |
Overlap | |
|---|---|---|---|---|
 |
ALPHABET INC. CLASS C | 7.7% | 7.9% | 7.7% |
|
AMAZON.COM INC | 7.1% | 6.2% | 6.2% |
|
SALESFORCE.COM INC | 1.2% | 1.6% | 1.2% |
|
DEXCOM INC | 1.0% | 2.3% | 1.0% |
|
NETFLIX INC | 0.9% | 0.8% | 0.8% |
AGRW Overweight Relative to TMFG
|
NVIDIA CORP | 15.5% |
|
MICROSOFT CORP | 7.1% |
|
APPLE INC | 6.7% |
|
BROADCOM INC. | 6.0% |
|
META PLATFORMS INC | 3.9% |
|
GE VERONA | 2.5% |
|
ARISTA NETWORKS, INC. | 2.4% |
|
VISA INC. CLASS A | 2.3% |
|
VERTIV HOLDINGS CO. CLASS A | 2.1% |
|
ELI LILLY & CO | 2.0% |
AGRW Underweight Relative to TMFG
 |
INTL CONTAINER TERM SVCS INC | -6.2% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | -4.3% |
|
STONEX GROUP INC | -4.1% |
|
MASTERCARD INCORPORATED CLASS A | -3.6% |
|
COSTCO WHOLESALE CORP | -3.5% |
 |
WASTE CONNECTIONS, INC. | -3.5% |
 |
FABRINET | -3.3% |
|
EQUINIX INC | -3.3% |
 |
NINTENDO CO LTD | -3.1% |
|
WATSCO INC | -2.9% |