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UGTAX Mutual Fund Holdings Information
Holdings Count
775Total Assets
800.06MTop 10 Percentage
18.13%775 Holdings
Microsoft
3.74%
$29.85M
―
$3.42T
37.33%
32 Buy
1 Hold
0 Sell
Strong Buy
―
premium
Apple Inc
3.31%
$26.44M
―
$3.40T
16.41%
24 Buy
10 Hold
1 Sell
Moderate Buy
―
premium
Nvidia Corporation
2.52%
$20.10M
―
$3.16T
203.26%
37 Buy
4 Hold
0 Sell
Strong Buy
―
premium
Amazon.Com, Inc.
1.95%
$15.54M
―
$2.06T
53.93%
42 Buy
0 Hold
0 Sell
Strong Buy
―
premium
Meta Platforms, Inc.
1.39%
$11.06M
―
$1.29T
73.59%
37 Buy
3 Hold
2 Sell
Strong Buy
―
premium
City of New York
1.25%
$10.00M
―
―
―
―
―
premium
GULF COAST INDL DEV AUTH TEX REV
1.22%
$9.70M
―
―
―
―
―
premium
Alphabet Inc. Class A
0.99%
$7.86M
―
$2.31T
52.80%
32 Buy
6 Hold
0 Sell
Strong Buy
―
premium
Alphabet Inc. Class C
0.93%
$7.43M
―
$2.31T
55.14%
9 Buy
0 Hold
0 Sell
Strong Buy
―
premium
Berkshire Hathaway B
0.85%
$6.76M
―
$876.74B
18.83%
3 Buy
0 Hold
0 Sell
Strong Buy
―
premium
Sector Breakdown
Currently, no data available
Countries Breakdown
United States
48.01%Breakdown By Smart Score
Currently, no data available
UGTAX Mutual Funds FAQ
What are Mutual Funds UGTAX’s top 3 holdings?
UGTAX’s top 3 holdings are MSFT, AAPL, NVDA.
What is Mutual Funds UGTAX’s holdings count?
Mutual Funds UGTAX’s is holdings 775 different assets.
What are the total assets of Mutual Funds UGTAX?
Mutual Funds UGTAX’s total assets are 800.06M.