Your funds, side by side
The lines these funds hold in common, and the companies you own through them. Weights are the ones each document states, with no currency conversion.
- Scharf Multi-Asset Opportunity Fund Advisors Series Trust · 30 lines · as of Mar 31, 2026 · 100.0 %
Add a second fund to see what the two hold in common.
The companies you hold through them
A company's weight in the portfolio is its weight inside each fund, times that fund's share of the portfolio. With no amounts given, the funds weigh the same.
| Holding | Scharf Multi-Asset Opportunity Fund |
|---|---|
| SPDR Gold Shares | 5.47 % |
| Occidental Petroleum Corp | 5.30 % |
| iShares Silver Trust | 5.19 % |
| McKesson Corp | 4.53 % |
| Franco-Nevada Corp | 3.57 % |
| Union Pacific Corp | 3.13 % |
| Microsoft Corp | 2.87 % |
| Markel Group Inc | 2.82 % |
| Brookfield Corp | 2.82 % |
| Berkshire Hathaway Inc | 2.79 % |
| Meta Platforms Inc | 2.74 % |
| Visa Inc | 2.71 % |
| Otis Worldwide Corp | 2.50 % |
| Zoetis Inc | 2.49 % |
| CME Group Inc | 2.46 % |
| Novartis AG | 2.43 % |
| Booking Holdings Inc | 2.36 % |
| Hershey Co/The | 2.22 % |
| Agilent Technologies Inc | 2.13 % |
| Adobe Inc | 2.05 % |
| Chubb Ltd | 1.94 % |
| Aon PLC | 1.83 % |
| Marsh & McLennan Cos Inc | 1.68 % |
| Walt Disney Co/The | 1.60 % |
| Thermo Fisher Scientific Inc | 1.52 % |
| U-Haul Holding Co | 1.49 % |
| Lockheed Martin Corp | 1.35 % |
| Centene Corp | 1.21 % |
| UnitedHealth Group Inc | 1.12 % |
| CVS Health Corp | 1.11 % |
1 funds, 30 lines read.