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SHLDX
Ziegler FAMCO Hedged Equity Fund Institutional Class
Analysis
Analyst Forecasts
Holdings
Dividends
Technical Analysis
Performance
Similar Mutual Funds

SHLDX Mutual Fund Holdings Information

Holdings Count
100
Total Assets
19.64M
Top 10 Percentage
32.28%
See the full list of holdings, find out what stocks are the most undervalued and get access to the all Mutual Fund's smart score and filters.Go Premium
100 Holdings
100 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
AAPL
Apple Inc
6.99%
$1.35M
―
$3.47T
21.00%
24 Buy
8 Hold
2 Sell
Moderate Buy
―
MSFT
Microsoft
6.45%
$1.25M
―
$3.10T
10.48%
27 Buy
3 Hold
0 Sell
Strong Buy
―
GOOGL
Alphabet Inc. Class A
2.66%
$514.15K
―
$2.03T
20.54%
27 Buy
7 Hold
0 Sell
Strong Buy
―
AMZN
Amazon.Com, Inc.
2.60%
$502.38K
―
$2.07T
34.33%
44 Buy
1 Hold
0 Sell
Strong Buy
―
BRK.B
Berkshire Hathaway B
2.53%
$489.02K
―
$1.03T
31.40%
1 Buy
1 Hold
0 Sell
Moderate Buy
―
UNH
Unitedhealth Group Inc.
2.46%
$476.46K
―
$543.77B
8.00%
18 Buy
1 Hold
0 Sell
Strong Buy
―
NVDA
Nvidia Corporation
2.44%
$472.83K
―
$3.48T
197.12%
40 Buy
4 Hold
0 Sell
Strong Buy
―
META
Meta Platforms, Inc.
2.30%
$444.91K
―
$1.41T
65.31%
40 Buy
3 Hold
1 Sell
Strong Buy
―
XOM
Exxon Mobil Corp.
1.94%
$375.90K
―
$535.28B
16.47%
12 Buy
7 Hold
1 Sell
Moderate Buy
―
JPM
JPMorgan Chase & Co.
1.92%
$372.56K
―
$699.75B
61.88%
10 Buy
6 Hold
1 Sell
Moderate Buy
―
Rows:
10

Sector Breakdown

27.78%Technology14.60%Financial12.45%Healthcare10.65%Consumer Cyclical9.21%Industrials7.99%Communication Services6.65%Energy5.07%Consumer Defensive2.29%Utilities2.14%Basic Materials1.17%Real Estate27.78%Technology
Technology
27.78%
Financial
14.60%
Healthcare
12.45%
Consumer Cyclical
10.65%
Industrials
9.21%
Communication Services
7.99%
Energy
6.65%
Consumer Defensive
5.07%
Utilities
2.29%
Basic Materials
2.14%
Real Estate
1.17%

Countries Breakdown

99.57%United States99.57%United States
United States
99.57%

Breakdown By Smart Score

14.04%Outperform1019.51%Outperform99.73%Outperform820.18%Neutral717.93%Neutral611.00%Neutral51.83%Neutral43.85%Underperform30.95%Underperform20.98%Underperform17
The weighted average smart score of the SHLDX Mutual Fund is 7
10
14.04%
9
19.51%
8
9.73%
7
20.18%
6
17.93%
5
11.00%
4
1.83%
3
3.85%
2
0.95%
1
0.98%

SHLDX Mutual Funds FAQ

What are Mutual Funds SHLDX’s top 3 holdings?
SHLDX’s top 3 holdings are AAPL, MSFT, GOOGL.
    What is Mutual Funds SHLDX’s holdings count?
    Mutual Funds SHLDX’s is holdings 100 different assets.
      What are the total assets of Mutual Funds SHLDX?
      Mutual Funds SHLDX’s total assets are 19.64M.

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