UIA

Ulland Investment Advisors Portfolio holdings

AUM $131M
1-Year Est. Return 28.13%
This Quarter Est. Return
1 Year Est. Return
+28.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$91M
AUM Growth
-$6.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1 +$1.58M
2 +$912K
3 +$434K
4
DGII icon
Digi International
DGII
+$369K
5
SCCO icon
Southern Copper
SCCO
+$200K

Top Sells

1 +$4.94M
2 +$1.28M
3 +$421K
4
PFE icon
Pfizer
PFE
+$352K
5
EEFT icon
Euronet Worldwide
EEFT
+$168K

Sector Composition

1 Communication Services 16.18%
2 Technology 14.33%
3 Consumer Discretionary 11.27%
4 Healthcare 10.74%
5 Financials 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-31,455
227
-245
228
-51
229
$0 ﹤0.01%
10