UF
| |
Utah Focus Fund | UTFOXMutual Fund | |
| Utah Focus Fund | |
| Last update 2023-12-13 | 38 Stocks (1 new) |
| Value $2.00 Mil | Turnover 1 % |
Utah Focus Fund Top Holdings of 2023-09-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SKYW | SkyWest Inc | 1,950 | 81.8 | 0% | 4.350 | 0% | 0.000 | +30.54% | +13.41% | 4,595.5 | Transportation | |
ZION | Zions Bancorp NA | 2,330 | 81.3 | 0% | 4.330 | 0% | 0.000 | +27.57% | +5.04% | 8,273.2 | Banks | |
HQY | HealthEquity Inc | 1,070 | 78.2 | 0% | 4.160 | 0% | 0.000 | +13.22% | +1.57% | 8,427.9 | Healthcare Providers & Services | |
MPRAU | Mercato Partners Acquisition Corp | 6,300 | 73.7 | 0% | 3.920 | 0% | - | +10.69% | +14.59% | 0 | Diversified Financial Services | |
WEAV | Weave Communications Inc | 9,000 | 73.3 | 0% | 3.910 | 0% | 0.010 | -12.34% | -48.24% | 619.5 | Healthcare Providers & Services | |
INST | Instructure Holdings Inc | 2,750 | 69.8 | 0% | 3.720 | 0% | 0.000 | +1.33% | -12.62% | 3,456.7 | Software | |
PRG | PROG Holdings Inc | 2,000 | 66.4 | 0% | 3.540 | 0% | 0.000 | +27.66% | -24.93% | 1,268.5 | Business Services | |
WFC | Wells Fargo & Co | 1,600 | 65.4 | 0% | 3.480 | 0% | 0.000 | +22.42% | +18.99% | 266,372.8 | Banks | |
RIO | Rio Tinto PLC | 1,010 | 64.3 | 0% | 3.420 | 0% | 0.000 | +7.05% | +13.58% | 103,474.5 | Metals & Mining | |
NOC | Northrop Grumman Corp | 146 | 64.3 | 0% | 3.420 | 0% | 0.000 | +18.77% | +20.16% | 79,996.3 | Aerospace & Defense |
Utah Focus Fund's Historical Top Holdings Breakdowns
Utah Focus Fund's Top Stock Picks
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| Ticker |
|---|
| QUOT Unlock Delisted |
PDYN |
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
| QUOT Unlock Delisted | Quotient Technology Inc | 2023-09-30 | Sold Out Sold Out | -3.44% | 3.78 ($3.92) 3.99 | $3.99 | 1.79% | Sold Out | 0 | -20,800 | |
PDYN | Sarcos Technology & Robotics Corp | 2023-09-30 | New Buy New Buy | +1.32% | 0.67 ($1.29) 1.95 | $10.11 | 683.78% | New holding | 28,933 | 28,933 |
Utah Focus Fund Total Holding History ($B)
Utah Focus Fund's Asset Allocation
Utah Focus Fund Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Utah Focus Fund's Hypothetical Growth since 2023-09-30
Utah Focus Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Utah Focus Fund's Holdings Heat Map
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Utah Focus Fund's Holdings Bubble Chart
Utah Focus Fund News
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