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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
+0.82%
+2.70%
23,724.3
 
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
-0.83%
-7.43%
4,731.9
 
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
+27.70%
-11.79%
274.6
 
AMZN
Amazon.com Inc
14,440
1,786.2
0%
3.620
0%
0.000
+37.09%
+4.55%
2,435,110.6
Retail - Cyclical
AAPL
Apple Inc
23,868
1,753.1
0%
3.550
0%
0.000
+10.15%
-14.95%
3,173,564.3
Hardware
TQQQ
ProShares UltraPro QQQ
100,028
1,744.7
0%
3.540
0%
0.010
+110.98%
+11.94%
28,225.3
 
APH
Amphenol Corp
79,072
1,744.7
0%
3.540
0%
0.000
+63.38%
+49.98%
125,447.5
Hardware
AMGN
Amgen Inc
7,289
1,743.7
0%
3.540
0%
0.000
+9.06%
+15.45%
159,091.1
Drug Manufacturers
DLTR
Dollar Tree Inc
21,760
1,733.6
0%
3.510
0%
0.010
+41.00%
+49.87%
23,438.6
Retail - Defensive
CTAS
Cintas Corp
30,892
1,713.2
0%
3.470
0%
0.010
+10.64%
+21.59%
89,180.5
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

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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

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TREND AGGREGATION DIVIDEND AND INCOME FUND's Holdings Bubble Chart

TREND AGGREGATION DIVIDEND AND INCOME FUND News

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