SFYF vs KWIN overlap

SFYF and KWIN overlap 13.2% by weight, across 3 shared holdings.

SFYFKWIN

Pick 2 to 4 ETFs.

13.2%

overlap by weight, across 3 shared holdings

SFYF21.3% of the fund is in shared holdings, of 50

KWIN18.3% of the fund is in shared holdings, of 29

Top shared holdings

Holding	SFYF	KWIN	Overlap
ADV Micro DeviceAMD	5.39%	10.51%	5.39%
Amazon.COM Inc.AMZN	6.07%	3.93%	3.93%
Tesla Inc.TSLA	9.85%	3.88%	3.88%

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: SFYF, SEC Form N-PORT, May 31, 2026; KWIN, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 17 holding any

SFYF16.7% of its 13F dollars, 6.7% of its 15 holders

KWIN27.8% of its 13F dollars, 33.3% of its 3 holders

Largest institutions holding both

Firm	SFYF	KWIN
Susquehanna International Group, LLP	$558K	$914K

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: SFYF institutional holders, KWIN institutional holders.

Frequently asked questions

How much do SFYF and KWIN overlap?

13.2% by weight, with 3 holdings in common, using holdings for SFYF as of May 31, 2026 and KWIN as of June 30, 2026. The largest shared position is AMD.

Do institutions hold both SFYF and KWIN?

1 Form 13F filers report positions in both, out of 17 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%.