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SUTAX Mutual Fund Holdings Information

Holdings Count
45
Total Assets
152.24M
Top 10 Percentage
32.99%
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45 Holdings
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
Nvidia Corporation
4.60%
$6.88M
$3.16T
176.51%
37 Buy
4 Hold
0 Sell
Strong Buy
premium
Microsoft
3.99%
$5.97M
$3.37T
32.33%
33 Buy
1 Hold
0 Sell
Strong Buy
premium
USD_CASH
Alliance Bernstein
3.70%
$5.54M
premium
Visa Inc.
3.64%
$5.44M
$537.17B
10.88%
17 Buy
4 Hold
0 Sell
Strong Buy
premium
Veralto Corporation
3.10%
$4.64M
$24.19B
21.96%
3 Buy
3 Hold
0 Sell
Moderate Buy
premium
Waste Management
2.94%
$4.40M
$86.63B
30.82%
8 Buy
9 Hold
0 Sell
Moderate Buy
premium
AFLAC Incorporated
2.82%
$4.22M
$53.05B
35.73%
2 Buy
6 Hold
0 Sell
Hold
premium
Intuit Inc.
2.74%
$4.11M
$183.99B
34.91%
20 Buy
3 Hold
0 Sell
Strong Buy
premium
TopBuild Corp
2.74%
$4.09M
$13.94B
57.17%
6 Buy
0 Hold
0 Sell
Strong Buy
premium
NextEra Energy Inc.
2.72%
$4.06M
$145.81B
0.71%
14 Buy
6 Hold
1 Sell
Moderate Buy
premium

Sector Breakdown

36.10%Technology22.84%Healthcare18.02%Industrials11.51%Financial4.67%Consumer Defensive4.02%Consumer Cyclical2.84%Utilities36.10%Technology
Technology
36.10%
Healthcare
22.84%
Industrials
18.02%
Financial
11.51%
Consumer Defensive
4.67%
Consumer Cyclical
4.02%
Utilities
2.84%

Countries Breakdown

92.86%United States2.20%Switzerland92.86%United States
United States
92.86%
Switzerland
2.20%

Breakdown By Smart Score

18.82%Outperform1016.74%Outperform932.48%Outperform810.70%Neutral711.19%Neutral67.82%Neutral52.24%Neutral48
The weighted average smart score of the SUTAX Mutual Fund is 8
10
18.82%
9
16.74%
8
32.48%
7
10.70%
6
11.19%
5
7.82%
4
2.24%
3
0.00%
2
0.00%
1
0.00%

SUTAX Mutual Funds FAQ

What are Mutual Funds SUTAX’s top 3 holdings?
SUTAX’s top 3 holdings are NVDA, MSFT, USD_CASH.
    What is Mutual Funds SUTAX’s holdings count?
    Mutual Funds SUTAX’s is holdings 45 different assets.
      What are the total assets of Mutual Funds SUTAX?
      Mutual Funds SUTAX’s total assets are 152.24M.
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