UIA
UBP Investment Advisors Portfolio holdings
AUM
$194M
This Quarter Return
+4.94%
1 Year Return
-12.96%
3 Year Return
+11.21%
5 Year Return
+17.28%
10 Year Return
–
AUM
$130M
AUM Growth
+$130M
(+3.2%)
Cap. Flow
-$391K
Cap. Flow
% of AUM
-0.3%
Top 10 Holdings %
Top 10 Hldgs %
56.81%
Holding
68
New
9
Increased
7
Reduced
22
Closed
7
Top Buys
| 1 |
Apple
AAPL
|
$1.46M |
| 2 |
EMSH
ProShares Short Term USD Emerging Markets Bond ETF
EMSH
|
$374K |
| 3 |
abrdn Physical Gold Shares ETF
SGOL
|
$320K |
| 4 |
Nike
NKE
|
$253K |
| 5 |
Qualcomm
QCOM
|
$235K |
Top Sells
Sector Composition
| 1 | Communication Services | 5.8% |
| 2 | Technology | 2.78% |
| 3 | Consumer Discretionary | 2.2% |
| 4 | Financials | 1.88% |
| 5 | Healthcare | 1.12% |
