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SPFIX Mutual Fund Holdings Information

Holdings Count
503
Total Assets
278.13M
Top 10 Percentage
36.62%
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
503 Holdings
503 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
Microsoft
6.76%
$18.79M
$3.92T
29.34%
33 Buy
1 Hold
0 Sell
Strong Buy
Nvidia Corporation
6.54%
$18.17M
$4.38T
72.21%
34 Buy
3 Hold
1 Sell
Strong Buy
Apple Inc
5.96%
$16.57M
$3.01T
3.15%
14 Buy
12 Hold
1 Sell
Moderate Buy
Amazon.Com, Inc.
3.82%
$10.62M
$2.28T
34.58%
43 Buy
1 Hold
0 Sell
Strong Buy
Meta Platforms, Inc.
2.80%
$7.79M
$1.92T
49.49%
41 Buy
5 Hold
0 Sell
Strong Buy
USD_CASH
MOUNT VERNON LIQUID ASSETS PORTFOLIO
2.78%
$7.74M
Broadcom Inc.
2.24%
$6.23M
$1.38T
108.42%
28 Buy
2 Hold
0 Sell
Strong Buy
Alphabet Inc. Class A
1.98%
$5.50M
$2.36T
21.29%
26 Buy
9 Hold
0 Sell
Moderate Buy
Tesla Motors
1.92%
$5.32M
$1.03T
62.08%
13 Buy
15 Hold
8 Sell
Hold
Berkshire Hathaway B
1.82%
$5.07M
$1.01T
6.93%
1 Buy
0 Hold
0 Sell
Moderate Buy
Rows:
10

Sector Breakdown

32.90%Technology13.83%Financial10.80%Consumer Cyclical9.65%Healthcare9.61%Communication Services7.67%Industrials5.90%Consumer Defensive2.94%Energy2.52%Utilities2.16%Real Estate1.73%Basic Materials0.28%General32.90%Technology
Technology
32.90%
Financial
13.83%
Consumer Cyclical
10.80%
Healthcare
9.65%
Communication Services
9.61%
Industrials
7.67%
Consumer Defensive
5.90%
Energy
2.94%
Utilities
2.52%
Real Estate
2.16%
Basic Materials
1.73%
General
0.28%

Countries Breakdown

96.41%United States96.41%United States
United States
96.41%

Breakdown By Smart Score

8.22%Outperform1018.47%Outperform918.44%Outperform823.36%Neutral713.10%Neutral67.68%Neutral55.60%Neutral42.10%Underperform32.69%Underperform20.34%Underperform17
The weighted average smart score of the SPFIX Mutual Fund is 7
10
8.22%
9
18.47%
8
18.44%
7
23.36%
6
13.10%
5
7.68%
4
5.60%
3
2.10%
2
2.69%
1
0.34%

SPFIX Mutual Funds FAQ

What are Mutual Funds SPFIX’s top 3 holdings?
SPFIX’s top 3 holdings are MSFT, NVDA, AAPL.
    What is Mutual Funds SPFIX’s holdings count?
    Mutual Funds SPFIX’s is holdings 503 different assets.
      What are the total assets of Mutual Funds SPFIX?
      Mutual Funds SPFIX’s total assets are 278.13M.
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