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SUTAX Mutual Fund Holdings Information

Holdings Count
39
Total Assets
34.11M
Top 10 Percentage
41.62%
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39 Holdings
39 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
Nvidia Corporation
5.56%
$1.88M
$4.44T
34.21%
39 Buy
1 Hold
1 Sell
Strong Buy
USD_CASH
Alliance Bernstein
5.53%
$1.87M
Broadcom Inc.
4.90%
$1.66M
$1.78T
129.32%
29 Buy
2 Hold
0 Sell
Strong Buy
Microsoft
4.82%
$1.63M
$3.52T
10.75%
33 Buy
2 Hold
0 Sell
Strong Buy
Apple Inc
4.54%
$1.54M
$4.08T
18.49%
21 Buy
12 Hold
2 Sell
Moderate Buy
Flex Ltd
3.32%
$1.12M
$21.06B
38.66%
7 Buy
0 Hold
0 Sell
Strong Buy
Rockwell Automation
3.31%
$1.12M
$43.15B
28.68%
8 Buy
4 Hold
0 Sell
Moderate Buy
TE Connectivity Ltd.
3.29%
$1.11M
$64.79B
44.20%
9 Buy
3 Hold
0 Sell
Strong Buy
Abbvie
3.16%
$1.07M
$405.63B
29.62%
15 Buy
9 Hold
0 Sell
Moderate Buy
Visa Inc.
3.16%
$1.07M
$630.31B
5.14%
21 Buy
5 Hold
0 Sell
Strong Buy
Rows:
10

Sector Breakdown

45.75%Technology16.34%Healthcare14.05%Industrials11.76%Financial2.93%Consumer Cyclical2.80%Utilities2.66%Communication Services2.61%Energy1.09%Consumer Defensive45.75%Technology
Technology
45.75%
Healthcare
16.34%
Industrials
14.05%
Financial
11.76%
Consumer Cyclical
2.93%
Utilities
2.80%
Communication Services
2.66%
Energy
2.61%
Consumer Defensive
1.09%

Countries Breakdown

90.60%United States2.47%Canada1.42%Switzerland90.60%United States
United States
90.60%
Canada
2.47%
Switzerland
1.42%

Breakdown By Smart Score

1.50%Outperform1027.32%Outperform910.61%Outperform819.49%Neutral726.50%Neutral69.69%Neutral52.31%Neutral42.58%Underperform37
The weighted average smart score of the SUTAX Mutual Fund is 7
10
1.50%
9
27.32%
8
10.61%
7
19.49%
6
26.50%
5
9.69%
4
2.31%
3
2.58%
2
0.00%
1
0.00%

SUTAX Mutual Funds FAQ

What are Mutual Funds SUTAX’s top 3 holdings?
SUTAX’s top 3 holdings are NVDA, USD_CASH, AVGO.
    What is Mutual Funds SUTAX’s holdings count?
    Mutual Funds SUTAX’s is holdings 39 different assets.
      What are the total assets of Mutual Funds SUTAX?
      Mutual Funds SUTAX’s total assets are 34.11M.
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