SRFMX Mutual Fund

SRFMX Mutual Fund

NAV$12.61
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Showing the top 10 of 42 holdings · as of Mar 31, 2026
Top 10 weight
53.01%
SRFMX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
NVDA
Nvidia Corp.Info Tech · Semiconductors
9.63%		9.6%35,290$6.15MInfo TechSemiconductors
2
GOOG
Alphabet Inc. CComm. Services · Interactive Media
7.90%		17.5%17,600$5.05MComm. ServicesInteractive Media
Share changes, sector and industry · Pro
3
MSFT
Microsoft Corp
7.62%		25.2%13,155$4.87M
4
AAPL
Apple, Inc
6.57%		31.7%16,561$4.20M
5
AMZN
Amazon.com Inc
6.23%		38.0%19,115$3.98M
6—Taiwan Semiconductor - Adr
3.95%		41.9%7,475$2.53M
7
META
Meta Platforms, Inc.
2.95%		44.9%3,300$1.89M
8
MA
Mastercard Inc
2.86%		47.7%3,655$1.83M
9
V
Visa Inc Class A
2.83%		50.5%5,995$1.81M
10
BAESY
Bae Systems Plc Adr
2.47%		53.0%13,555$1.58M
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Themes in the top 10
Artificial IntelligenceSemiconductorsCloud ComputingInternet & DigitalNetworking InfrastructureData & AnalyticsDigital AdvertisingCybersecurityRobotics & AutomationEmerging TechMillennials & Gen ZPaymentsMarket InfrastructureDigital BankingConsumer Spending

SRFMX Mutual Fund Top Holdings

SRFMX holdings top 10 positions. The top 10 holdings account for 53.0% of the fund, led by Nvidia Corp. at 9.6%, Alphabet Inc. C at 7.9%, Microsoft Corp at 7.6%.

SRFMX portfolio concentration is relatively high, with the top 10 representing 53.0% of total assets. The largest sector exposure is Information Technology at 37.8%.

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