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U.S. markets closed
S&P Futures
5,304.25
-4.00
(-0.08%)
Dow Futures
40,140.00
-36.00
(-0.09%)
Nasdaq Futures
18,465.00
-38.75
(-0.21%)
Russell 2000 Futures
2,145.20
+6.80
(+0.32%)
Crude Oil
83.11
-0.06
(-0.07%)
Gold
2,254.80
+16.40
(+0.73%)
X-Square Balanced Fund, LLC (SQBFX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
Follow
Visitors trend
2W
10W
9M
13.11
+0.04
(+0.31%)
At close: 06:45PM EDT
Summary
Chart
Conversations
Historical Data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Overall Portfolio Composition (%)
Cash
2.61%
Stocks
61.91%
Bonds
35.07%
Others
0.41%
Preferred
0.00%
Convertable
0.00%
Sector Weightings (%)
Sector(s)
SQBFX
Basic Materials
5.85%
Consumer Cyclical
17.26%
Financial Services
15.09%
Real Estate
0.00%
Consumer Defensive
10.77%
Healthcare
6.18%
Utilities
1.32%
Communication Services
4.93%
Energy
11.43%
Industrials
15.59%
Technology
11.57%
Equity Holdings
Average
SQBFX
Category Average
Price/Earnings
0.07
23.62
Price/Book
0.37
3.26
Price/Sales
0.62
2.32
Price/Cashflow
0.1
15.57
Median Market Cap
64,415.11
97,816.96
3 Year Earnings Growth
21.4
15.47
Bond Holdings
Average
SQBFX
Category Average
Maturity
91.49
5.72
Duration
2.02
4.49
Credit Quality
N/A
N/A
Bond Ratings
Sector(s)
SQBFX
US Government
26.53%
AAA
N/A
AA
N/A
A
N/A
BBB
N/A
BB
N/A
B
N/A
Below B
N/A
Others
N/A
Top 5 Holdings (10.06% of Total Assets)
Get Quotes for Top Holdings
Name
Symbol
% Assets
Suncor Energy Inc
SU.TO
2.70%
Diamondback Energy Inc
FANG
2.26%
Walmart Inc
WMT
1.89%
Costco Wholesale Corp
COST
1.62%
TJX Companies Inc
TJX
1.59%
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