CLIFX ETF
$23.10
Lone Peak Value Fund Institutional Class
AUM$148M
TER0.90%
Holdings32

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CLIFX ETF Overlap Analysis
CLIFX overlap analysis compares holdings with other ETFs to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CLIFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 32 holdings, CLIFX may share significant positions with broad-market funds.
CLIFX overlap tool lets you enter any other ETF ticker and see the exact overlap percentage and shared holdings. CLIFX tax-loss harvesting finds highly correlated but non-identical funds.