HUMDX ETF

$18.37

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AUM$500,354.11

TER1.41%

Holdings33

HUMDX ETF

$18.37

Huber Mid Cap Value Fund Investor Class

AUM$500,354.11

TER1.41%

Holdings33

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Holdings Overlap Analysis

Compare HUMDX holdings with another ETF to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a ETF symbol above to see how many holdings HUMDX shares with it. Popular comparisons: SPY, QQQ, VOO, VTI

HUMDX ETF Overlap Analysis

HUMDX overlap analysis compares holdings with other ETFs to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

HUMDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 33 holdings, HUMDX may share significant positions with broad-market funds.

HUMDX overlap tool lets you enter any other ETF ticker and see the exact overlap percentage and shared holdings. HUMDX tax-loss harvesting finds highly correlated but non-identical funds.