SOUND MIND INVESTING's SOUND MIND INVESTING (SMIFX) has disclosed 9 total holdings in their latest N-PORT filing with the SEC for the
portfolio date of 2024-01-31. The current portfolio value is calculated to be $64.00 Mil, only including common equities, preferred
equities, ETFs, options and warrants for equities. The turnover rate is 27%.
SOUND MIND INVESTING (SMIFX)'s
Total Assets is $102.52 Mil , Total Liabilities is $112,250.00 , Net Assets is $102.41 Mil.
In SOUND MIND INVESTING (SMIFX)'s current portfolio as of 2024-01-31, the top 5 holdings are
iShares Russell 1000 Growth ETF (IWF), Fidelity Blue Chip Growth ETF (FBCG), SPDR S&P Emerging Markets Dividend ETF (EDIV), INVESCO QQQ Trust (QQQ) and Sprott Uranium Miners ETF (URNM),
not including call and put options.
SOUND MIND INVESTING (SMIFX) did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the mutual fund's current and past N-PORT holdings for SOUND MIND INVESTING (SMIFX), as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at 52-week lows, etc.
Please visit the "Stock Picks" tab to see the mutual fund's latest trades and stock picks for SOUND MIND INVESTING (SMIFX), which include data from form N-PORT.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for SOUND MIND INVESTING.
