SHLDX
Ziegler FAMCO Hedged Equity Fund Institutional Class
$10.30
Ziegler FAMCO Hedged Equity Fund Institutional Class (SHLDX) Holdings
- Holdings Count
- 100
- Total Assets
- 19.64M
- Top 10 Percentage
- 32.28%
Market Cap
Smart Score
Price Target Upside
Analyst Consensus
Yearly Gain
| Name | Market Value | Price & Change | Follow | ||||||
|---|---|---|---|---|---|---|---|---|---|
| AAPLApple Inc | 6.99% | $1.35M | ― | $5.06T | 29.20% | Moderate Buy | $345.57 | ||
| MSFTMicrosoft | 6.45% | $1.25M | ― | $3.96T | 2.45% | Strong Buy | $632.48 | ||
| GOOGLAlphabet Inc. Class A | 2.66% | $514.15K | ― | $3.50T | 0.73% | Strong Buy | $398.3 | ||
| AMZNAmazon.Com, Inc. | 2.60% | $502.38K | ― | $2.93T | 6.85% | Strong Buy | $324.9 | ||
| BRK.BBerkshire Hathaway B | 2.53% | $489.02K | ― | $1.25T | 18.34% | Moderate Buy | $584 | ||
| UNHUnitedhealth Group Inc. | 2.46% | $476.46K | ― | $363.00B | 23.05% | Strong Buy | $482.69 | ||
| NVDANvidia Corporation | 2.44% | $472.83K | ― | $4.07T | -10.06% | Strong Buy | $259.87 | ||
| METAMeta Platforms, Inc. | 2.30% | $444.91K | ― | $1.64T | 0.27% | Strong Buy | $859.32 | ||
| XOMExxon Mobil Corp. | 1.94% | $375.90K | ― | $670.91B | 39.18% | Moderate Buy | $187.11 | ||
| JPMJPMorgan Chase & Co. | 1.92% | $372.56K | ― | $908.40B | 8.80% | Moderate Buy | $373.81 |
Sector Breakdown
- Technology27.78%
- Financial14.17%
- Healthcare11.74%
- Consumer Cyclical9.42%
- Communication Services7.99%
- Industrials7.92%
- Consumer Defensive6.81%
- Energy6.65%
- Utilities2.29%
- Basic Materials2.14%
- General1.93%
- Real Estate1.17%
Countries Breakdown
- United States99.57%
Breakdown By Smart Score
The weighted average smart score of the SHLDX Mutual Fund is 7
- 109.49%
- 918.70%
- 824.86%
- 723.66%
- 613.34%
- 56.91%
- 41.29%
- 30.39%
- 20.78%
- 10.58%
SHLDX Mutual Funds FAQ
What are Mutual Funds SHLDX’s top 3 holdings?
SHLDX’s top 3 holdings are AAPL, MSFT, GOOGL.
What is Mutual Funds SHLDX’s holdings count?
Mutual Funds SHLDX’s is holdings 100 different assets.
What are the total assets of Mutual Funds SHLDX?
Mutual Funds SHLDX’s total assets are 19.64M.
