USPCX ETF
$30.86
Union Street Partners Value Fund Class C
AUM$904,557.88
TER2.15%
Holdings26

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USPCX ETF Overlap Analysis
USPCX overlap analysis compares holdings with other ETFs to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
USPCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 26 holdings, USPCX may share significant positions with broad-market funds.
USPCX overlap tool lets you enter any other ETF ticker and see the exact overlap percentage and shared holdings. USPCX tax-loss harvesting finds highly correlated but non-identical funds.