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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
$125M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$2.93M
3
+$2.07M
4
JTEK icon
JPMorgan US Tech Leaders ETF
JTEK
+$1.31M
5
PSI icon
Invesco Semiconductors ETF
PSI
+$1.16M

Top Sells

1
+$1.69M
2
+$402K
3
+$282K
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$253K
5
EA icon
Electronic Arts
EA
+$179K

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
in Stake 		Capital Flow
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253
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255
$0 ﹤0.01%
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256
$0 ﹤0.01%
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257
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258
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265
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7 8 9 10
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