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ETF replication · Glenn Greenberg

Which ETF replicates Glenn Greenberg's portfolio?

XLF (Financial Select Sector SPDR Fund) has the highest top-10 overlap with Glenn Greenberg's Brave Warrior Advisors portfolio — overlap score 67.7 across 1 shared holdings. Below: full ranked list of 5 closest ETFs and per-ticker contribution breakdown.

Closest ETF
XLF
Financial Select Sector SPDR Fund
Overlap score
67.7
1 shared top-10 names
ETF expense ratio
0.09%
annual fee

Top 5 ETFs ranked by overlap

#1XLFFinancial Select Sector SPDR Fund
Overlap score
67.7
Shared top-10 holdings (1):
V 9.4% × 7.2%
#2JEPIJPMorgan Equity Premium Income ETF
Overlap score
14.1
Shared top-10 holdings (1):
V 9.4% × 1.5%

Glenn Greenberg's investment philosophy

Extreme concentration. 8-10 positions only. High conviction or nothing.

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