MFSG vs AAUA overlap
MFSG and AAUA overlap 42.2% by weight, across 43 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | MFSG | AAUA | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 13.69% | 7.43% | 7.43% |
| Apple Inc.AAPL | 9.93% | 7.26% | 7.26% |
| Microsoft Corp.MSFT | 8.55% | 4.71% | 4.71% |
| Amazon.COM Inc.AMZN | 6.71% | 3.93% | 3.93% |
| Alphabet Inc.-aGOOGL | 8.54% | 3.56% | 3.56% |
| Broadcom Inc.AVGO | 4.14% | 2.75% | 2.75% |
| META Platforms-aMETA | 2.23% | 2.06% | 2.06% |
| VISA Inc.-Class aV | 2.82% | 1.01% | 1.01% |
| LAM ResearchLRCX | 1.73% | 0.83% | 0.83% |
| Tesla Inc.TSLA | 0.79% | 1.86% | 0.79% |
| Caterpillar Inc.CAT | 0.88% | 0.78% | 0.78% |
| Micron TechMU | 0.71% | 1.86% | 0.71% |
| KLA Corp.KLAC | 1.82% | 0.62% | 0.62% |
| Philip Morris inPM | 0.93% | 0.50% | 0.50% |
| GE Vernova Inc.GEV | 2.62% | 0.49% | 0.49% |
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: MFSG, SEC Form N-PORT, May 31, 2026; AAUA, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | MFSG | AAUA |
|---|---|---|
| Royal Bank of Canada | $8.1M | $1.6M |
| Farther Finance Advisors, LLC | $43K | $1.6M |
This compares who owns the funds, not what the funds hold. From SEC Form 13F, for managers with $100M+ in US securities.
Who owns them: MFSG institutional holders, AAUA institutional holders.
Frequently asked questions
How much do MFSG and AAUA overlap?
42.2% by weight, with 43 holdings in common, using holdings for MFSG as of May 31, 2026 and AAUA as of June 30, 2026. The largest shared position is NVDA.
Do institutions hold both MFSG and AAUA?
2 Form 13F filers report positions in both, out of 79 that report either one.
How is overlap by weight worked out?
For each holding the two funds share, take the smaller of the two weights, then add those up. Identical portfolios score 100%.