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Fitz-Gerald Must Have Portfolio® and Options Overlay (FIZY) ETF Holdings & Analysis
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What FIZY does
An actively managed exchange-traded fund that has a primary investment objective to seek current income through options strategies, and a secondary investment objective to seek long-term capital appreciation by investing in equity securities selected using a proprietary “Must Have Portfolio®” framework.
Fund profile
Top holdings
| Holding | Weight | |
|---|---|---|
| Palantir Technologies Inc | 6.77% | |
| Crowdstrike Holdings Inc | 5.92% | |
| Apple Inc | 5.28% | |
| NVIDIA Corp | 5.13% | |
| Chevron Corp | 4.55% | |
| Tesla Inc | 4.50% | |
| Advanced Micro Devices Inc | 4.48% | |
| Eli Lilly & Co | 4.19% | |
| Walmart Inc | 4.14% | |
| Lockheed Martin Corp | 4.06% |
Geographic allocation
| United States | 99.22% |
| Other | 0.78% |
PortView Portfolio Insights
PortView analyzes how FIZY fits your actual portfolio — position weight, ETF overlap with your other funds, sector and geographic exposure, concentration, and how this fund contributes to your portfolio risk and return. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.
Analyze FIZY in PortView →Related securities
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Frequently asked questions
- What does FIZY track?
- FIZY is the Fitz-Gerald Must Have Portfolio® and Options Overlay ETF, a Other ETF.
- What is the expense ratio of FIZY?
- Expense ratio data for FIZY is shown on the page when available from our data provider.
- What are the largest holdings in FIZY?
- Top holdings include PLTR, CRWD, AAPL, NVDA, CVX.
- How can PortView analyze FIZY overlap with other ETFs?
- PortView computes the holdings overlap between FIZY and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.
The information provided by PortView is for informational and educational purposes only and does not constitute investment advice. Market data may be delayed. Past performance does not guarantee future results.