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SRFMX
Sarofim Equity Fund
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SRFMX Mutual Fund Holdings Information

Holdings Count
44
Total Assets
78.75M
Top 10 Percentage
53.07%
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44 Holdings
44 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
NVDA
Nvidia Corporation
8.86%
$6.97M
―
$4.83T
98.72%
41 Buy
1 Hold
1 Sell
Strong Buy
―
MSFT
Microsoft
8.17%
$6.42M
―
$3.05T
14.96%
35 Buy
3 Hold
0 Sell
Strong Buy
―
GOOG
Alphabet Inc. Class C
7.84%
$6.17M
―
$4.06T
121.31%
12 Buy
1 Hold
0 Sell
Strong Buy
―
AAPL
Apple Inc
6.29%
$4.94M
―
$3.91T
37.19%
16 Buy
8 Hold
1 Sell
Moderate Buy
―
AMZN
Amazon.Com, Inc.
6.20%
$4.87M
―
$2.67T
45.16%
42 Buy
3 Hold
0 Sell
Strong Buy
―
TSM
Taiwan Semiconductor Manufacturing Company Limited
3.41%
$2.68M
―
$1.71T
144.17%
5 Buy
1 Hold
0 Sell
Strong Buy
―
ISRG
Intuitive Surgical
3.19%
$2.51M
―
$166.35B
-2.80%
14 Buy
5 Hold
0 Sell
Moderate Buy
―
MA
Mastercard Inc
3.10%
$2.43M
―
$463.71B
0.77%
25 Buy
2 Hold
0 Sell
Strong Buy
―
LVMUY
LVMH Moet Hennessy Louis Vuitton SE
3.04%
$2.39M
―
$282.77B
6.15%
0 Buy
2 Hold
0 Sell
Hold
―
META
Meta Platforms, Inc.
2.98%
$2.34M
―
$1.70T
37.30%
39 Buy
6 Hold
0 Sell
Strong Buy
―
Rows:
10

Sector Breakdown

36.82%Technology15.83%Financial13.50%Consumer Cyclical10.91%Communication Services9.42%Healthcare6.40%Industrials2.65%Energy2.48%Consumer Defensive1.03%Real Estate0.94%Basic Materials36.82%Technology
Technology
36.82%
Financial
15.83%
Consumer Cyclical
13.50%
Communication Services
10.91%
Healthcare
9.42%
Industrials
6.40%
Energy
2.65%
Consumer Defensive
2.48%
Real Estate
1.03%
Basic Materials
0.94%

Countries Breakdown

98.04%United States1.06%Canada98.04%United States
United States
98.04%
Canada
1.06%

Breakdown By Smart Score

9.23%Outperform1030.88%Outperform929.49%Outperform89.19%Neutral712.57%Neutral63.84%Neutral51.11%Neutral41.49%Underperform30.95%Underperform21.25%Underperform18
The weighted average smart score of the SRFMX Mutual Fund is 8
10
9.23%
9
30.88%
8
29.49%
7
9.19%
6
12.57%
5
3.84%
4
1.11%
3
1.49%
2
0.95%
1
1.25%

SRFMX Mutual Funds FAQ

What are Mutual Funds SRFMX’s top 3 holdings?
SRFMX’s top 3 holdings are NVDA, MSFT, GOOG.
    What is Mutual Funds SRFMX’s holdings count?
    Mutual Funds SRFMX’s is holdings 44 different assets.
      What are the total assets of Mutual Funds SRFMX?
      Mutual Funds SRFMX’s total assets are 78.75M.
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