SDIVX Mutual Fund

SDIVX Mutual Fund

NAV$19.03
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Showing the top 10 of 20 holdings · as of Dec 31, 2024
Top 10 weight
58.26%
SDIVX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
BMY
Bristol-Myers Squibb Co.Health Care · Pharmaceuticals
7.10%		7.1%37,368$2.11MHealth CarePharmaceuticals
2
BAC
Bank Of America Corp.
6.56%		13.7%44,380$1.95M--
Share changes, sector and industry · Pro
3
CVX
Chevron Corp
6.29%		19.9%12,916$1.87M
4
MO
Altria Group Inc
6.27%		26.2%35,673$1.87M
5
T
AT&T Inc.
5.94%		32.2%77,649$1.77M
6
AAPL
Apple, Inc
5.82%		38.0%6,917$1.73M
7
C
Citigroup Inc.
5.26%		43.2%22,232$1.56M
8
ABBV
AbbVie Inc.
5.21%		48.4%8,730$1.55M
9
BTI
British American Tobacco Plc Common Stock GBP 25
5.04%		53.5%41,314$1.50M
10
KMB
Kimberly-Clark Corp.
4.77%		58.3%10,833$1.42M
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Themes in the top 10
Content DistributionBroadband ServicesEnergy SecurityEnergy TransitionClean EnergyClimate SolutionsEnvironmental SolutionsHealth & WellnessSocial ImpactGovernance & EthicsArtificial IntelligenceSemiconductorsInternet & DigitalCybersecurityData & Analytics

SDIVX Mutual Fund Top Holdings

SDIVX holdings top 10 positions. The top 10 holdings account for 58.3% of the fund, led by Bristol-Myers Squibb Co. at 7.1%, Bank Of America Corp. at 6.6%, Chevron Corp at 6.3%.

SDIVX portfolio concentration is relatively high, with the top 10 representing 58.3% of total assets. The largest sector exposure is Consumer Staples at 24.0%.

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