MYIFX Mutual Fund

MYIFX Mutual Fund

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Showing the top 10 of 26 holdings · as of Jun 30, 2026
Top 10 weight
82.33%
MYIFX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
SPY
Spdr S&p 500 ETF TrustFinancials · Diversified Financial Services
30.20%
30.2%18,000$13.44MFinancialsDiversified Financial Services
2
VOO
Vanguard S&P 500 ETFFinancials · Banks
20.83%
51.0%13,500$9.27MFinancialsBanks
Sector and industry · Pro
3
GOOGL
Alphabet Inc
8.73%
59.8%11,000$3.89M
4
AMZN
Amazon.com Inc
8.03%
67.8%15,000$3.58M
5
AAPL
Apple, Inc
3.25%
71.0%5,000$1.45M
6
MU
Micron Technology, Inc.
3.11%
74.2%1,200$1.39M
7
NVDA
Nvidia Corp
2.25%
76.4%5,000$1.00M
8
JPM
JPMorgan Chase
2.21%
78.6%3,000$982.0K
9
TSLA
Tesla Inc
1.89%
80.5%2,000$841.2K
10
FGXXX
First American Government Obligations Fund
1.83%
82.3%815,443$815.4K
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Themes in the top 10
ETF ProvidersAsset ManagementMarket InfrastructureConsumer SpendingInterest RatesArtificial IntelligenceCloud ComputingInternet & DigitalDigital AdvertisingData & AnalyticsPaymentsSemiconductorsCybersecurityNetworking InfrastructureGlobal Banking

MYIFX Mutual Fund Top Holdings

MYIFX holdings top 10 positions. The top 10 holdings account for 82.3% of the fund, led by Spdr S&p 500 ETF Trust at 30.2%, Vanguard S&P 500 ETF at 20.8%, Alphabet Inc at 8.7%.

MYIFX portfolio concentration is relatively high, with the top 10 representing 82.3% of total assets. The largest sector exposure is Financials at 56.4%.

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