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
$144M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$818K
3
+$459K
4
LNTH icon
Lantheus
LNTH
+$386K
5
NVDA icon
NVIDIA
NVDA
+$253K

Top Sells

1
+$807K
2
+$330K
3
+$271K
4
LOW icon
Lowe's Companies
LOW
+$137K
5
LGLV icon
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
+$134K

Sector Composition

1 Technology 21.88%
2 Communication Services 14.95%
3 Industrials 9.08%
4 Consumer Discretionary 8.44%
5 Healthcare 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
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