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UIA

Ulland Investment Advisors Portfolio holdings

AUM $117M
1-Year Est. Return 28.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133M
AUM Growth
-$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$1.22M
3
+$1.18M
4
KRBN icon
KraneShares Global Carbon Strategy ETF
KRBN
+$851K
5
SKY icon
Champion Homes
SKY
+$658K

Top Sells

1
+$6.45M
2
+$1.59M
3
+$1.44M
4
AMZN icon
Amazon
AMZN
+$1.39M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.2M

Sector Composition

1 Communication Services 12.97%
2 Technology 12%
3 Financials 11.64%
4 Consumer Discretionary 11.38%
5 Healthcare 10.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1K ﹤0.01%
21
252
$1K ﹤0.01%
13
253
$1K ﹤0.01%
172
254
$1K ﹤0.01%
4
255
$1K ﹤0.01%
16
256
$1K ﹤0.01%
48
257
$1K ﹤0.01%
+20
258
$1K ﹤0.01%
250
259
– –
-4,020
260
$0 ﹤0.01%
10
261
$0 ﹤0.01%
20
262
– –
-74
263
– –
-950
264
$0 ﹤0.01%
12
265
$0 ﹤0.01%
10
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266
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267
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268
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269
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270
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272
$0 ﹤0.01%
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273
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274
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275
– –
-300
8 9 10
11
12