Hedged Income Fund, Investor Share Class (APLIX) Holdings
- Holdings Count
- 69
- Total Assets
- 34.20M
- Top 10 Percentage
- 47.25%
Market Cap
Smart Score
Price Target Upside
Analyst Consensus
Yearly Gain
| Name | Market Value | Price & Change | Follow | ||||||
|---|---|---|---|---|---|---|---|---|---|
| GOOGAlphabet Inc. Class C | 6.01% | $2.05M | ― | $3.48T | -0.49% | Strong Buy | $412.89 | ||
| NVDANvidia Corporation | 5.90% | $2.01M | ― | $4.50T | -0.77% | Strong Buy | $322.5 | ||
| AAPLApple Inc | 5.86% | $2.00M | ― | $4.98T | 26.91% | Moderate Buy | $340.14 | ||
| PSXPhillips 66 (PSX) | 5.43% | $1.85M | ― | $95.85B | 77.80% | Moderate Buy | $295.06 | ||
| CSCOCisco | 4.64% | $1.58M | ― | $369.49B | 32.11% | Moderate Buy | $137.5 | ||
| MSFTMicrosoft | 4.32% | $1.47M | ― | $3.94T | 6.74% | Strong Buy | $632.48 | ||
| MSMorgan Stanley | 4.20% | $1.43M | ― | $283.60B | 11.03% | Moderate Buy | $214.36 | ||
| AMZNAmazon.Com, Inc. | 3.89% | $1.32M | ― | $2.80T | 6.69% | Strong Buy | $324.88 | ||
| AVGOBroadcom Inc. | 3.59% | $1.22M | ― | $1.40T | -17.41% | Strong Buy | $523.72 | ||
| TFCTruist Financial Corporation | 3.42% | $1.17M | ― | $59.18B | 12.20% | Hold | $53.97 |
Sector Breakdown
- Technology32.93%
- Financial14.78%
- Industrials9.54%
- Consumer Cyclical8.72%
- Healthcare7.54%
- Energy7.30%
- Communication Services7.17%
- Consumer Defensive4.86%
- Basic Materials2.71%
- General2.53%
- Real Estate1.92%
Countries Breakdown
- United States97.91%
Breakdown By Smart Score
The weighted average smart score of the APLIX Mutual Fund is 8
- 105.37%
- 928.88%
- 823.04%
- 733.91%
- 67.47%
- 51.34%
- 40.00%
- 30.00%
- 20.00%
- 10.00%
APLIX Mutual Funds FAQ
What are Mutual Funds APLIX’s top 3 holdings?
APLIX’s top 3 holdings are GOOG, NVDA, AAPL.
What is Mutual Funds APLIX’s holdings count?
Mutual Funds APLIX’s is holdings 69 different assets.
What are the total assets of Mutual Funds APLIX?
Mutual Funds APLIX’s total assets are 34.20M.
