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SHLDX
Ziegler FAMCO Hedged Equity Fund Institutional Class

SHLDX Mutual Fund Holdings Information

Holdings Count
100
Total Assets
19.64M
Top 10 Percentage
32.28%
See the full list of holdings, find out what stocks are the most undervalued and get access to the all Mutual Fund's smart score and filters.Go Premium
100 Holdings
100 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
Apple Inc
6.99%
$1.35M
$3.14T
-7.84%
15 Buy
10 Hold
1 Sell
Moderate Buy
Microsoft
6.45%
$1.25M
$3.70T
6.75%
30 Buy
4 Hold
0 Sell
Strong Buy
Alphabet Inc. Class A
2.66%
$514.15K
$2.15T
-6.48%
27 Buy
9 Hold
0 Sell
Strong Buy
Amazon.Com, Inc.
2.60%
$502.38K
$2.37T
12.13%
45 Buy
1 Hold
0 Sell
Strong Buy
Berkshire Hathaway B
2.53%
$489.02K
$1.03T
16.85%
1 Buy
0 Hold
0 Sell
Moderate Buy
Unitedhealth Group Inc.
2.46%
$476.46K
$275.51B
-37.93%
18 Buy
7 Hold
1 Sell
Moderate Buy
Nvidia Corporation
2.44%
$472.83K
$3.86T
23.43%
35 Buy
4 Hold
1 Sell
Strong Buy
Meta Platforms, Inc.
2.30%
$444.91K
$1.81T
35.71%
41 Buy
4 Hold
0 Sell
Strong Buy
Exxon Mobil Corp.
1.94%
$375.90K
$478.84B
-0.95%
9 Buy
5 Hold
0 Sell
Moderate Buy
JPMorgan Chase & Co.
1.92%
$372.56K
$811.41B
42.31%
14 Buy
5 Hold
2 Sell
Moderate Buy
Rows:
10

Sector Breakdown

27.78%Technology14.60%Financial12.45%Healthcare10.65%Consumer Cyclical9.21%Industrials7.99%Communication Services6.65%Energy5.07%Consumer Defensive2.29%Utilities2.14%Basic Materials1.17%Real Estate27.78%Technology
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

99.57%United States99.57%United States
United States
99.57%

Breakdown By Smart Score

11.98%Outperform1013.70%Outperform928.29%Outperform820.23%Neutral712.01%Neutral65.45%Neutral52.12%Neutral42.30%Underperform33.11%Underperform20.81%Underperform17
The weighted average smart score of the SHLDX Mutual Fund is 7
10
11.98%
9
13.70%
8
28.29%
7
20.23%
6
12.01%
5
5.45%
4
2.12%
3
2.30%
2
3.11%
1
0.81%

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.
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