PLUHX Mutual Fund

PLUHX Mutual Fund

NAV$9.98
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Showing the top 10 of 140 holdings · as of Mar 31, 2026
Top 10 weight
26.39%
PLUHX top 10 holdings, by weight
#TickerNameWeightCumulativeMkt valueSectorIndustry
1DebtTreasury Bill 0% May 28, 2026
5.64%		5.6%$2.39M--
2DebtPalmer Square Loan Funding Ltd Pstat 2024 2A A1R 144A
3.54%		9.2%$1.50M--
3—Morgan Stanley 1.512% 20-Jul-2027, 1.51%, 07/20/27Financials · Capital Markets
2.81%		12.0%$1.19MFinancialsCapital Markets
4DebtNeuberger Berman Loan Advisers Clo LtdFinancials · Diversified Financial Services
2.36%		14.3%$998.7KFinancialsDiversified Financial Services
5—Elmwood Clo I Ltd, 4.79%, 04/20/37
2.36%		16.7%$997.5K--
6—Sprint Spectrum Co. Llc/sprint Spectrum Co. Ii Llc/sprint Spectrum Co. Iii LlcComm. Services · Wireless Telecommunication Services
2.02%		18.7%$854.4KComm. ServicesWireless Telecommunication Services
7DebtUalIndustrials · Airlines
2.02%		20.8%$857.1KIndustrialsAirlines
8—Goldman Sachs Group, Inc., 1.54%, Due 09/10/2027Financials · Capital Markets
1.98%		22.7%$839.0KFinancialsCapital Markets
9DebtUbs Group Ag Sr Unsecured 144A 08/27 4.703Financials · Banks
1.89%		24.6%$800.3KFinancialsBanks
10DebtSalesforce Inc Sr Unsecured 03/28 4.5
1.77%		26.4%$750.5K--
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Themes in the top 10
Global BankingAsset ManagementInvestment TechnologyDigital BankingDerivatives TradingLending & CreditMarket Infrastructure5G InfrastructureBroadband ServicesNetworking InfrastructureTelecom InfrastructureAviation TechnologyMobility as a ServiceInfrastructureConsumer Spending

PLUHX Mutual Fund Top Holdings

PLUHX holdings top 10 positions. The top 10 holdings account for 26.4% of the fund, led by Treasury Bill 0% May 28, 2026 at 5.6%, Palmer Square Loan Funding Ltd Pstat 2024 2A A1R 144A 4.49% 01/15/2033 4.49 2033-01-15 at 3.5%, Morgan Stanley 1.512% 20-Jul-2027, 1.51%, 07/20/27 at 2.8%.

PLUHX portfolio concentration is well-diversified, with the top 10 representing 26.4% of total assets. The largest sector exposure is Financials at 41.3%.

PLUHX sectors provide a detailed breakdown. PLUHX overlap shows how holdings compare to other funds in your portfolio.