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PAULX Mutual Fund Holdings Information

Holdings Count
80
Total Assets
19.57B
Top 10 Percentage
39.55%
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
80 Holdings
80 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
Microsoft
8.60%
$1.68B
$3.80T
19.49%
34 Buy
1 Hold
0 Sell
Strong Buy
Nvidia Corporation
6.44%
$1.26B
$4.33T
46.78%
36 Buy
2 Hold
1 Sell
Strong Buy
Amazon.Com, Inc.
4.60%
$900.07M
$2.34T
16.92%
43 Buy
0 Hold
0 Sell
Strong Buy
Alphabet Inc. Class C
4.11%
$803.72M
$2.99T
49.54%
14 Buy
1 Hold
0 Sell
Strong Buy
Apple Inc
3.36%
$657.44M
$3.79T
12.15%
18 Buy
14 Hold
2 Sell
Moderate Buy
Broadcom Inc.
3.05%
$596.75M
$1.58T
93.72%
27 Buy
2 Hold
0 Sell
Strong Buy
Visa Inc.
2.90%
$566.88M
$649.98B
22.60%
20 Buy
4 Hold
0 Sell
Strong Buy
Meta Platforms, Inc.
2.27%
$444.50M
$1.87T
31.09%
40 Buy
6 Hold
0 Sell
Strong Buy
Netflix
2.12%
$413.80M
$514.42B
71.15%
26 Buy
10 Hold
1 Sell
Moderate Buy
JPMorgan Chase & Co.
2.10%
$410.88M
$869.09B
50.15%
13 Buy
6 Hold
1 Sell
Moderate Buy
Rows:
10

Sector Breakdown

30.07%Technology13.83%Financial11.21%Consumer Cyclical10.11%Industrials9.87%Communication Services9.60%Healthcare5.22%Consumer Defensive4.78%Energy2.89%Basic Materials1.65%Utilities0.77%Real Estate30.07%Technology
Technology
30.07%
Financial
13.83%
Consumer Cyclical
11.21%
Industrials
10.11%
Communication Services
9.87%
Healthcare
9.60%
Consumer Defensive
5.22%
Energy
4.78%
Basic Materials
2.89%
Utilities
1.65%
Real Estate
0.77%

Countries Breakdown

99.65%United States99.65%United States
United States
99.65%

Breakdown By Smart Score

18.06%Outperform1020.51%Outperform920.75%Outperform810.12%Neutral76.31%Neutral614.19%Neutral57.04%Neutral43.03%Underperform37
The weighted average smart score of the PAULX Mutual Fund is 7
10
18.06%
9
20.51%
8
20.75%
7
10.12%
6
6.31%
5
14.19%
4
7.04%
3
3.03%
2
0.00%
1
0.00%

PAULX Mutual Funds FAQ

What are Mutual Funds PAULX’s top 3 holdings?
PAULX’s top 3 holdings are MSFT, NVDA, AMZN.
    What is Mutual Funds PAULX’s holdings count?
    Mutual Funds PAULX’s is holdings 80 different assets.
      What are the total assets of Mutual Funds PAULX?
      Mutual Funds PAULX’s total assets are 19.57B.
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