Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
29%
OVERLAP
BY WEIGHT
16
# OF OVERLAPPING
HOLDINGS
PFI
38
HOLDINGS
42%
ALSO IN XLF
XLF
76
HOLDINGS
21%
ALSO IN PFI
SECTOR DRIFT (PFI minus XLF)
OVERLAPPING HOLDINGS
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| Company | Weight in PFI |
Weight in XLF |
Overlap | |
|---|---|---|---|---|
 |
MASTERCARD INCORPORATED CLASS A | 5.1% | 5.9% | 5.1% |
|
JPMORGAN CHASE & CO | 4.1% | 11.2% | 4.1% |
|
AMERICAN EXPRESS CO | 3.1% | 2.5% | 2.5% |
|
GOLDMAN SACHS GROUP INC | 2.5% | 3.5% | 2.5% |
|
BANK OF AMERICA CORP | 2.3% | 4.7% | 2.3% |
PFI Overweight Relative to XLF
|
ROBINHOOD MARKETS, INC. CLASS A | 4.9% |
|
EVERCORE PARTNERS INC-CL A | 3.2% |
|
ARES MANAGEMENT LP | 3.1% |
|
SOFI TECHNOLOGIES INC | 2.9% |
|
INTERACTIVE BROKERS GRO-CL A | 2.9% |
|
RAYMOND JAMES FINANCIAL INC | 2.5% |
|
VICTORY CAPITAL HOLDING - A | 2.5% |
|
SIMON PROPERTY GROUP INC | 2.4% |
|
WELLTOWER, INC. | 2.4% |
|
PIPER JAFFRAY COS | 2.3% |
PFI Underweight Relative to XLF
|
BERKSHIRE HATHAWAY INC-CL B | -11.5% |
|
VISA INC. CLASS A | -7.4% |
|
JPMORGAN CHASE & CO | -7.1% |
|
MORGAN STANLEY | -2.8% |
|
CITIGROUP INC | -2.7% |
|
BANK OF AMERICA CORP | -2.4% |
|
S&P GLOBAL, INC. | -2.1% |
|
SCHWAB (CHARLES) CORP | -2.1% |
|
PROGRESSIVE CORP | -1.6% |
|
WELLS FARGO & CO | -1.6% |