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SHLDX Mutual Fund Holdings Information
Holdings Count
100Total Assets
19.64MTop 10 Percentage
32.28%100 Holdings
Apple Inc
6.99%
$1.35M
―
$3.34T
13.40%
25 Buy
9 Hold
1 Sell
Moderate Buy
―
premium
Microsoft
6.45%
$1.25M
―
$3.16T
29.60%
28 Buy
0 Hold
0 Sell
Strong Buy
―
premium
Alphabet Inc. Class A
2.66%
$514.15K
―
$2.07T
29.21%
32 Buy
7 Hold
0 Sell
Strong Buy
―
premium
Amazon.Com, Inc.
2.60%
$502.38K
―
$1.90T
42.30%
44 Buy
0 Hold
0 Sell
Strong Buy
―
premium
Berkshire Hathaway B
2.53%
$489.02K
―
$943.63B
25.29%
3 Buy
1 Hold
0 Sell
Strong Buy
―
premium
Unitedhealth Group Inc.
2.46%
$476.46K
―
$524.36B
14.52%
22 Buy
0 Hold
0 Sell
Strong Buy
―
premium
Nvidia Corporation
2.44%
$472.83K
―
$2.78T
146.37%
37 Buy
4 Hold
0 Sell
Strong Buy
―
premium
Meta Platforms, Inc.
2.30%
$444.91K
―
$1.18T
49.71%
23 Buy
2 Hold
2 Sell
Strong Buy
―
premium
Exxon Mobil Corp.
1.94%
$375.90K
―
$526.33B
15.22%
13 Buy
6 Hold
0 Sell
Moderate Buy
―
premium
JPMorgan Chase & Co.
1.92%
$372.56K
―
$609.48B
39.46%
15 Buy
6 Hold
0 Sell
Moderate Buy
―
premium
Sector Breakdown
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
United States
99.57%Breakdown By Smart Score
The weighted average smart score of the SHLDX Mutual Fund is 8
10
18.05%9
16.88%8
26.22%7
19.64%6
7.21%5
7.18%4
2.12%3
1.01%2
1.68%1
0.00%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.