UIA
UBP Investment Advisors Portfolio holdings
AUM
$194M
1-Year Return
12.96%
This Quarter Return
+2.09%
1 Year Return
-12.96%
3 Year Return
+11.21%
5 Year Return
+17.28%
10 Year Return
–
AUM
$84.6M
AUM Growth
–
Cap. Flow
+$84.6M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
50.58%
Holding
55
New
55
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 2.96% |
| 2 | Communication Services | 2.88% |
| 3 | Financials | 2.26% |
| 4 | Healthcare | 1.9% |
| 5 | Technology | 1.22% |
