UGTAX Mutual Fund Holdings Information

Holdings Count

738

Total Assets

896.88M

Top 10 Percentage

19.99%

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738 Holdings

738 Holdings as of ―

NVDA

Nvidia Corporation

3.47%

$30.98M

―

$4.58T

70.38%

41 Buy

1 Hold

1 Sell

Strong Buy

―

AAPL

Apple Inc

3.33%

$29.75M

―

$3.82T

28.62%

14 Buy

8 Hold

1 Sell

Moderate Buy

―

MSFT

Microsoft

2.96%

$26.48M

―

$2.75T

-4.37%

35 Buy

3 Hold

0 Sell

Strong Buy

―

AMZN

Amazon.Com, Inc.

1.81%

$16.20M

―

$2.56T

30.89%

43 Buy

3 Hold

0 Sell

Strong Buy

―

USD_CASH

NEW YORK N Y CITY MUN WTR FIN AUTH WTR & SWR SYS REV

1.73%

$15.42M

―

AVGO

Broadcom Inc.

1.65%

$14.70M

―

$1.76T

108.31%

27 Buy

4 Hold

0 Sell

Strong Buy

―

GOOGL

Alphabet Inc. Class A

1.51%

$13.50M

―

$3.83T

99.43%

25 Buy

5 Hold

0 Sell

Strong Buy

―

GOOG

Alphabet Inc. Class C

1.34%

$12.01M

―

$3.83T

98.07%

12 Buy

1 Hold

0 Sell

Strong Buy

―

Sector Breakdown

Currently, no data available

Countries Breakdown

United States

48.34%

Breakdown By Smart Score

Currently, no data available

UGTAX Mutual Funds FAQ

What are Mutual Funds UGTAX’s top 3 holdings?

UGTAX’s top 3 holdings are NVDA, AAPL, MSFT.

What is Mutual Funds UGTAX’s holdings count?

Mutual Funds UGTAX’s is holdings 738 different assets.

What are the total assets of Mutual Funds UGTAX?

Mutual Funds UGTAX’s total assets are 896.88M.

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