UIA

Ulland Investment Advisors Portfolio holdings

AUM $133M
1-Year Est. Return 30.44%
This Quarter Est. Return
1 Year Est. Return
+30.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$91.5M
AUM Growth
-$6.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$1.26M
3
+$804K
4
STEM icon
Stem
STEM
+$634K
5
ACES icon
ALPS Clean Energy ETF
ACES
+$566K

Top Sells

1
+$2.18M
2
+$1.43M
3
+$861K
4
BUG icon
Global X Cybersecurity ETF
BUG
+$625K
5
EA icon
Electronic Arts
EA
+$338K

Sector Composition

1 Consumer Discretionary 12.31%
2 Communication Services 11.87%
3 Healthcare 11.71%
4 Technology 11.41%
5 Energy 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
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