TA

TREND AGGREGATION DIVIDEND AND INCOME FUND | TRADX

Mutual Fund
Mutual Fund & Variable Insurance Trust
Last update 2021-12-24 32 Stocks (0 new)
Value $51.00 Mil Turnover 0 %
Countries:
Top Holdings: SHY(23.33%)TMF(7.67%)SVXY(5.65%)AMZN(3.62%)AAPL(3.55%)
Summary Stock Picks Current Portfolio
TREND AGGREGATION DIVIDEND AND... Top Holdings of 2020-04-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SHY
iShares 1-3 Year Treasury Bond ETF
132,600
11,509.7
0%
23.330
0%
0.050
-0.11%
+0.81%
23,708.2
 
TMF
Direxion Daily 20+ Year Treasury Bull 3X Shares
Direxion Daily 20+ Year Treasury Bull 3X Shares
8,752
3,784.2
0%
7.670
0%
0.410
-1.70%
-7.38%
5,038.4
 
SVXY
ProShares Short VIX Short-Term Futures ETF
ProShares Short VIX Short-Term Futures ETF
168,412
2,788.9
0%
5.650
0%
1.010
+23.98%
-11.59%
257.5
 
AMZN
Amazon.com Inc
14,440
1,786.2
0%
3.620
0%
0.000
+31.35%
+3.68%
2,414,901.7
Retail - Cyclical
AAPL
Apple Inc
23,868
1,753.1
0%
3.550
0%
0.000
+7.48%
-14.18%
3,202,241.1
Hardware
TQQQ
ProShares UltraPro QQQ
100,028
1,744.7
0%
3.540
0%
0.010
+92.41%
+9.57%
27,800.6
 
APH
Amphenol Corp
79,072
1,744.7
0%
3.540
0%
0.000
+55.07%
+47.19%
123,113.0
Hardware
AMGN
Amgen Inc
7,289
1,743.7
0%
3.540
0%
0.000
+10.77%
+19.28%
164,371.4
Drug Manufacturers
DLTR
Dollar Tree Inc
21,760
1,733.6
0%
3.510
0%
0.010
+39.69%
+53.15%
23,952.0
Retail - Defensive
CTAS
Cintas Corp
30,892
1,713.2
0%
3.470
0%
0.010
+6.92%
+20.69%
88,519.6
Business Services

TREND AGGREGATION DIVIDEND AND INCOME FUND's Historical Top Holdings Breakdowns

TREND AGGREGATION DIVIDEND AND INCOME FUND Total Holding History ($B)

To

TREND AGGREGATION DIVIDEND AND INCOME FUND's Asset Allocation

To

TREND AGGREGATION DIVIDEND AND INCOME FUND Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

TREND AGGREGATION DIVIDEND AND INCOME FUND's Hypothetical Growth since 2020-04-30

TREND AGGREGATION DIVIDEND AND INCOME FUND's Yearly Returns

Year Portfolio % % Excess Gain %

TREND AGGREGATION DIVIDEND AND INCOME FUND's Holdings Heat Map

Size field:

TREND AGGREGATION DIVIDEND AND INCOME FUND's Holdings Bubble Chart

TREND AGGREGATION DIVIDEND AND INCOME FUND News

  • 1

Discussions on TREND AGGREGATION DIVIDEND AND INCOME FUND

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.