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72 Holdings

72 Holdings as of ―

AAPL

Apple Inc

7.01%

$1.99M

―

$3.58T

29.80%

18 Buy

8 Hold

4 Sell

Moderate Buy

―

MSFT

Microsoft

5.66%

$1.61M

―

$3.32T

8.26%

28 Buy

3 Hold

0 Sell

Strong Buy

―

JPM

JPMorgan Chase & Co.

5.53%

$1.57M

―

$752.09B

51.23%

12 Buy

7 Hold

1 Sell

Moderate Buy

―

EMR

Emerson Electric

5.13%

$1.46M

―

$74.04B

35.99%

12 Buy

4 Hold

1 Sell

Moderate Buy

―

AVGO

Broadcom Inc.

4.56%

$1.30M

―

$971.97B

70.80%

23 Buy

3 Hold

0 Sell

Strong Buy

―

AMZN

Amazon.Com, Inc.

4.31%

$1.23M

―

$2.50T

49.10%

49 Buy

1 Hold

0 Sell

Strong Buy

―

BLK

BlackRock Inc.

3.95%

$1.13M

―

$162.81B

34.65%

13 Buy

2 Hold

0 Sell

Strong Buy

―

NVDA

Nvidia Corporation

3.89%

$1.11M

―

$3.16T

97.06%

37 Buy

3 Hold

0 Sell

Strong Buy

―

Morgan Stanley

3.79%

$1.08M

―

$223.19B

58.31%

5 Buy

10 Hold

0 Sell

Moderate Buy

―

Home Depot

3.62%

$1.03M

―

$416.05B

15.77%

16 Buy

4 Hold

0 Sell

Strong Buy

―

Rows:

Sector Breakdown

Technology

26.60%

Financial

16.45%

Healthcare

14.48%

Consumer Cyclical

10.24%

Industrials

9.56%

Communication Services

6.45%

Energy

5.80%

Consumer Defensive

3.87%

Basic Materials

2.83%

Utilities

2.22%

Real Estate

1.49%

Countries Breakdown

United States

103.77%

Breakdown By Smart Score

The weighted average smart score of the AILIX Mutual Fund is 7

11.15%

18.69%

16.11%

25.32%

7.28%

5.52%

7.43%

6.75%

1.75%

0.00%

AILIX Mutual Funds FAQ

What are Mutual Funds AILIX’s top 3 holdings?

AILIX’s top 3 holdings are AAPL, MSFT, JPM.

What is Mutual Funds AILIX’s holdings count?

Mutual Funds AILIX’s is holdings 72 different assets.

What are the total assets of Mutual Funds AILIX?

Mutual Funds AILIX’s total assets are 29.97M.

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