Mutual Funds Holdings
Stock | Dec 2024 | Jan 2025 | Feb 2025 | Mar 2025 | Apr 2025 | May 2025 | Jun 2025 |
---|---|---|---|---|---|---|---|
Increased Allocation | 61,545 | 58,895 | 67,353 | 67,712 | 67,163 | 66,244 | 81,972 |
Fresh Buy | 0 | 0 | 0 | 0 | 0 | 0 | 42,284 |
Fresh Buy | 0 | 0 | 0 | 0 | 0 | 0 | 30,780 |
Decreased Allocation | 23,708 | 22,687 | 25,945 | 26,083 | 25,872 | 25,518 | 25,138 |
Increased Allocation | 20,275 | 19,402 | 22,189 | 22,307 | 22,126 | 21,824 | 23,539 |
Decreased Allocation | 21,026 | 20,121 | 23,011 | 23,133 | 22,946 | 22,632 | 19,576 |
Fresh Buy | 0 | 0 | 0 | 0 | 0 | 0 | 18,401 |
Decreased Allocation | 18,656 | 17,853 | 20,417 | 20,526 | 20,359 | 20,080 | 18,141 |
Fresh Buy | 0 | 0 | 0 | 0 | 0 | 0 | 17,908 |
Decreased Allocation | 20,510 | 19,627 | 22,445 | 22,565 | 22,382 | 22,076 | 16,322 |
Fresh Buy | 0 | 0 | 0 | 0 | 0 | 0 | 15,892 |
Decreased Allocation | 14,049 | 13,444 | 15,374 | 15,456 | 15,331 | 15,121 | 15,047 |
Decreased Allocation | 14,590 | 13,962 | 15,967 | 16,052 | 15,921 | 15,704 | 14,842 |
Increased Allocation | 13,082 | 12,519 | 14,317 | 14,393 | 14,277 | 14,081 | 14,206 |
Fresh Buy | 0 | 0 | 0 | 0 | 0 | 0 | 13,655 |
Fresh Buy | 0 | 0 | 0 | 0 | 0 | 0 | 13,517 |
Decreased Allocation | 13,399 | 12,822 | 14,663 | 14,742 | 14,622 | 14,422 | 13,360 |
Decreased Allocation | 13,153 | 12,587 | 14,394 | 14,471 | 14,353 | 14,157 | 11,565 |
Decreased Allocation | 9,701 | 9,283 | 10,616 | 10,673 | 10,586 | 10,441 | 9,486 |
Decreased Allocation | 9,780 | 9,359 | 10,703 | 10,760 | 10,673 | 10,527 | 8,838 |
Decreased Allocation | 8,535 | 8,167 | 9,340 | 9,390 | 9,314 | 9,186 | 8,077 |
Increased Allocation | 6,764 | 6,472 | 7,402 | 7,441 | 7,381 | 7,280 | 7,324 |
Decreased Allocation | 7,387 | 7,069 | 8,084 | 8,127 | 8,061 | 7,951 | 6,424 |
Decreased Allocation | 5,130 | 4,909 | 5,614 | 5,644 | 5,598 | 5,521 | 5,406 |
Increased Allocation | 3,715 | 3,555 | 4,066 | 4,088 | 4,054 | 3,999 | 4,685 |
Decreased Allocation | 5,334 | 5,104 | 5,837 | 5,868 | 5,821 | 5,741 | 4,584 |
Decreased Allocation | 2,027 | 1,940 | 2,219 | 2,230 | 2,212 | 2,182 | 2,074 |
Fresh Buy | 0 | 0 | 0 | 0 | 0 | 0 | 821 |
Decreased Allocation | 681 | 652 | 746 | 750 | 744 | 733 | 533 |
Fresh Buy | 0 | 0 | 0 | 0 | 0 | 0 | 387 |
Full Exit | 3,955 | 3,785 | 4,328 | 4,352 | 4,316 | 4,257 | 0 |
Full Exit | 19,661 | 18,815 | 21,517 | 21,632 | 21,456 | 21,163 | 0 |
Full Exit | 22,297 | 21,337 | 24,401 | 24,531 | 24,332 | 23,999 | 0 |
Full Exit | 14,647 | 14,016 | 16,029 | 16,115 | 15,984 | 15,765 | 0 |
Full Exit | 0 | 0 | 0 | 0 | 4,337 | 4,337 | 0 |
Full Exit | 8,936 | 8,551 | 9,779 | 9,832 | 9,752 | 9,618 | 0 |
Full Exit | 6,493 | 6,214 | 7,106 | 7,144 | 7,086 | 6,989 | 0 |
0 | 6,051 | 0 | 0 | 0 | 0 | 0 | |
Full Exit | 2,835 | 2,713 | 3,102 | 3,119 | 3,094 | 15,257 | 0 |
Full Exit | 159 | 152 | 174 | 175 | 174 | 171 | 0 |
Full Exit | 2,541 | 2,432 | 2,781 | 2,796 | 2,773 | 2,735 | 0 |