UIA

Ulland Investment Advisors Portfolio holdings

AUM $125M
1-Year Est. Return 24.55%
This Quarter Est. Return
1 Year Est. Return
+24.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$125M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$4.18M
2
+$4.04M
3
+$2.09M
4
JTEK icon
JPMorgan US Tech Leaders ETF
JTEK
+$1.37M
5
PSI icon
Invesco Semiconductors ETF
PSI
+$1.26M

Top Sells

1
+$1.69M
2
+$442K
3
+$296K
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$278K
5
DGII icon
Digi International
DGII
+$180K

Sector Composition

1 Technology 21.24%
2 Communication Services 14.95%
3 Consumer Discretionary 10.55%
4 Industrials 10.52%
5 Healthcare 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
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