Caldwell U.S. Dividend Advantage Fund (UDA)

Toronto
Currency in CAD
13.34
-0.34(-2.49%)
Closed·

UDA Holdings and Weightings

Top 10 Holdings

Upside
COST7.46%
aa.aa
957.77-3.69%2,400
HLI5.52%
aa.aa
150.20-2.01%10,400
META5.12%
aa.aa
484.48-3.39%2,700
MA5.05%
aa.aa
509.32-1.55%2,800
PAYX5.02%
aa.aa
140.39-3.11%9,900
AVGO3.91%
aa.aa
166.17-2.82%7,100
IBKR3.70%
aa.aa
153.53-3.76%6,800
JPM3.55%
aa.aa
228.99-1.28%4,400
CBOE3.27%
aa.aa
214.39-1.23%4,400
LLY3.26%
aa.aa
818.02-2.61%1,200

Sector Allocation

Name
% Weight
Financial Services 39.01%
Technology 19.96%
Consumer Defensive 14.24%
Communication Services 10.48%
Healthcare 8.59%
Industrials 7.72%

Region Allocation

Name
% Weight
North America 100.00%
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