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UPGD Holdings Information

Compare
Holdings Count
52
Total Assets
107.88M
Top 10 Percentage
24.20%
Asset Class
Equity
Category
Size And Style
Region
North America
See the full list of holdings, find out what stocks are the most undervalued and get access to the all ETF's smart score and filters.Go Premium
52 Holdings as of Mar 05, 2026
52 Holdings as of Mar 05, 2026
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
Old Dominion Freight Line
3.03%
$3.22M
$43.91B
8.03%
6 Buy
12 Hold
3 Sell
Hold
Dollar General Corp
2.70%
$2.86M
$32.26B
78.77%
8 Buy
6 Hold
1 Sell
Moderate Buy
Bristol-Myers Squibb Company
2.43%
$2.58M
$123.70B
-1.31%
8 Buy
11 Hold
1 Sell
Moderate Buy
Northrop Grumman Corp.
2.40%
$2.55M
$105.02B
55.42%
11 Buy
5 Hold
0 Sell
Moderate Buy
Paccar
2.34%
$2.49M
$63.33B
9.42%
4 Buy
5 Hold
0 Sell
Moderate Buy
Caterpillar
2.34%
$2.49M
$328.53B
94.38%
11 Buy
6 Hold
1 Sell
Moderate Buy
Deere & Company
2.28%
$2.42M
$159.55B
18.04%
9 Buy
6 Hold
1 Sell
Moderate Buy
The Hershey Company
2.28%
$2.42M
$45.93B
21.58%
4 Buy
14 Hold
0 Sell
Hold
Ch Robinson Worldwide
2.24%
$2.38M
$21.92B
75.34%
13 Buy
5 Hold
1 Sell
Moderate Buy
Airbnb, Inc.
2.18%
$2.31M
$82.69B
-0.86%
15 Buy
10 Hold
2 Sell
Moderate Buy
Rows:
10

Sector Breakdown

34.64%Industrials21.01%Consumer Defensive11.87%Consumer Cyclical11.64%Technology9.23%Healthcare7.87%Utilities2.17%Communication Services1.54%Financial0.02%General34.64%Industrials
Industrials
34.64%
Consumer Defensive
21.01%
Consumer Cyclical
11.87%
Technology
11.64%
Healthcare
9.23%
Utilities
7.87%
Communication Services
2.17%
Financial
1.54%
General
0.02%

Countries Breakdown

100.00%United States100.00%United States
United States
100.00%

Breakdown By Smart Score

6.04%Outperform108.38%Outperform911.89%Outperform815.41%Neutral731.40%Neutral69.88%Neutral55.93%Neutral43.59%Underperform33.51%Underperform23.96%Underperform16
The weighted average smart score of the UPGD ETF is 6
10
6.04%
9
8.38%
8
11.89%
7
15.41%
6
31.40%
5
9.88%
4
5.93%
3
3.59%
2
3.51%
1
3.96%

UPGD ETF FAQ

What are ETF UPGD’s top 3 holdings?
UPGD’s top 3 holdings are ODFL, DG, BMY.
    What is ETF UPGD’s holdings count?
    ETF UPGD’s is holdings 52 different assets.
      What are the total assets of ETF UPGD?
      ETF UPGD’s total assets are 107.88M.
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