Post #5565 by mapg on the Mechanical Investing board

Investment Strategies / Mechanical Investing

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All of this makes VLUE interesting, but not a typical value fund........but instead buys selectively.

How this company duplication happened not sure but these are not active funds. MU is the only duplicate company in the top 10.

"Their use of standardized calculations enable consistent comparison."

Top 10      VLUE                            
  Symbol             Company Name           Holdings
MU          Micron Technology Inc             21.81%
CSCO        Cisco Systems Inc                  4.71%
GM          General Motors Co                  3.64%
VZ          Verizon Communications Inc         2.96%
            BlackRock Cash Funds               2.91%
T           AT&T Inc                           2.65%
F           Ford Motor Co                      2.47%
QCOM        Qualcomm Inc                       2.35%
BAC         Bank of America Corp               1.80%
CMCSA       Comcast Corp Class A               1.80%
            As of Jun-03-20264:10:08 PM ET
 
Total: 155  VLUE                            
Top 10                                        47.09%
Other                                         52.91%
 
Top 10      MTUM                            
  Symbol             Company Name           Holdings
MU          Micron Technology Inc              6.50%
AMD         Advanced Micro Devices Inc         5.20%
AVGO        Broadcom Inc                       5.08%
INTC        Intel Corp                         4.84%
CAT         Caterpillar Inc                    3.68%
XOM         Exxon Mobil Corp                   3.30%
LRCX        Lam Research Corp                  3.15%
JNJ         Johnson & Johnson                  2.92%
GEV         GE Vernova Inc                     2.82%
GOOGL       Alphabet Inc Class A               2.59%
            As of Jun-03-20264:10:08 PM ET
 
Total: 155  MTUM                            
Top 10                                        40.08%
Other                                         59.92%

GD_

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