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SHLDX Mutual Fund Price & Analysis
SHLDX Mutual Fund Chart & Stats
Previous Close$10.73
Sub-CategoryOther
Total Liabilities283.36K
Last Dividend Ex-Date
Oct 31, 2023Expense Ratio0.70%
Holding Count100
Brandtrust for advised portfolios
Dividend Yield
0.03 (0.3%)CategoryAlternative
Total Assets19.64M
Shares Outstanding2,964,469
52-Week Range$9.88 - $11.11
SHLDX Mutual Fund News
SHLDX Mutual Fund Smart Score
Neutral
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Learn more about TipRanks Smart Score
For Mutual Funds, the calculations for the Smart Score, Analyst Consensus, Price Target, Blogger Sentiment, News Sentiment and Insider Transactions are based on the weighted average of the Mutual Fund's holdings and some additional factors. Hedge Fund Trend, Crowd Wisdom and Technicals are based on the actual Mutual Fund ticker.
Top 10 Holdings
Apple Inc
6.99%
Microsoft
6.45%
Alphabet Inc. Class A
2.66%
Amazon.Com, Inc.
2.60%
Berkshire Hathaway B
2.53%
Unitedhealth Group Inc.
2.46%
Nvidia Corporation
2.44%
Meta Platforms, Inc.
2.30%
Exxon Mobil Corp.
1.94%
JPMorgan Chase & Co.
1.92%
Total32.28%