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ULPSX Mutual Fund Holdings Information

Holdings Count
505
Total Assets
269.22M
Top 10 Percentage
25.01%
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
505 Holdings
505 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
Apple Inc
4.96%
$6.35M
$3.01T
-4.19%
16 Buy
9 Hold
4 Sell
Moderate Buy
Microsoft
4.57%
$5.85M
$3.61T
8.68%
30 Buy
5 Hold
0 Sell
Strong Buy
Nvidia Corporation
4.14%
$5.31M
$3.61T
17.30%
35 Buy
4 Hold
1 Sell
Strong Buy
Amazon.Com, Inc.
2.70%
$3.46M
$2.21T
14.18%
47 Buy
1 Hold
0 Sell
Strong Buy
Meta Platforms, Inc.
1.87%
$2.39M
$1.79T
39.48%
42 Buy
3 Hold
1 Sell
Strong Buy
Berkshire Hathaway B
1.52%
$1.95M
$1.05T
20.08%
1 Buy
0 Hold
0 Sell
Moderate Buy
Alphabet Inc. Class A
1.44%
$1.84M
$2.01T
-9.38%
29 Buy
9 Hold
0 Sell
Strong Buy
Broadcom Inc.
1.40%
$1.80M
$1.19T
66.86%
28 Buy
2 Hold
0 Sell
Strong Buy
Tesla Motors
1.23%
$1.57M
$1.12T
81.73%
14 Buy
12 Hold
9 Sell
Hold
Alphabet Inc. Class C
1.18%
$1.51M
$2.03T
-8.18%
14 Buy
1 Hold
0 Sell
Strong Buy
Rows:
10

Sector Breakdown

31.38%Technology13.96%Financial11.39%Consumer Cyclical10.83%Healthcare9.47%Communication Services7.86%Industrials4.94%Consumer Defensive3.19%Energy2.57%Utilities2.26%Real Estate1.87%Basic Materials0.24%General0.04%Consumer Goods31.38%Technology
Technology
31.38%
Financial
13.96%
Consumer Cyclical
11.39%
Healthcare
10.83%
Communication Services
9.47%
Industrials
7.86%
Consumer Defensive
4.94%
Energy
3.19%
Utilities
2.57%
Real Estate
2.26%
Basic Materials
1.87%
General
0.24%
Consumer Goods
0.04%

Countries Breakdown

99.89%United States99.89%United States
United States
99.89%

Breakdown By Smart Score

9.18%Outperform1010.52%Outperform917.51%Outperform832.01%Neutral712.04%Neutral66.72%Neutral58.05%Neutral41.10%Underperform32.38%Underperform20.49%Underperform15
The weighted average smart score of the ULPSX Mutual Fund is 5
10
9.18%
9
10.52%
8
17.51%
7
32.01%
6
12.04%
5
6.72%
4
8.05%
3
1.10%
2
2.38%
1
0.49%

ULPSX Mutual Funds FAQ

What are Mutual Funds ULPSX’s top 3 holdings?
ULPSX’s top 3 holdings are AAPL, MSFT, NVDA.
    What is Mutual Funds ULPSX’s holdings count?
    Mutual Funds ULPSX’s is holdings 505 different assets.
      What are the total assets of Mutual Funds ULPSX?
      Mutual Funds ULPSX’s total assets are 269.22M.
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