Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
20%
OVERLAP
BY WEIGHT
52
# OF OVERLAPPING
HOLDINGS
TRFM
247
HOLDINGS
21%
ALSO IN TSNF
TSNF
144
HOLDINGS
36%
ALSO IN TRFM
SECTOR DRIFT (TRFM minus TSNF)
OVERLAPPING HOLDINGS
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| Company | Weight in TRFM |
Weight in TSNF |
Overlap | |
|---|---|---|---|---|
 |
ADVANCED MICRO DEVICES | 0.8% | 0.8% | 0.8% |
|
TEXAS INSTRUMENTS INC | 0.9% | 0.8% | 0.8% |
|
ANALOG DEVICES INC | 0.8% | 0.8% | 0.8% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 0.7% | 1.0% | 0.7% |
|
META PLATFORMS INC | 0.7% | 0.8% | 0.7% |
TRFM Overweight Relative to TSNF
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 0.9% |
|
PALO ALTO NETWORKS INC | 0.8% |
|
VISA INC. CLASS A | 0.8% |
|
TESLA MOTORS INC | 0.8% |
|
APPLE INC | 0.8% |
|
EMERSON ELECTRIC CO | 0.8% |
|
DATADOG INC CLASS A | 0.8% |
|
MICROSOFT CORP | 0.8% |
|
SOUTHERN CO | 0.7% |
|
XCEL ENERGY INC | 0.7% |
TRFM Underweight Relative to TSNF
|
GRID DYNAMICS HOLDINGS, INC. CLASS A | -1.5% |
|
SKYWORKS SOLUTIONS INC | -1.5% |
|
APPIAN CORPORATION CLASS A | -1.5% |
|
CHARLES RIVER LABORATORIES | -1.4% |
|
NATERA INC | -1.4% |
|
HINGE HEALTH INC-A | -1.3% |
|
AVANTOR, INC. | -1.2% |
|
ELASTIC NV | -1.1% |
|
PERKINELMER INC | -1.1% |
 |
METTLER-TOLEDO INTERNATIONAL | -1.1% |