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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
+$1.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$487K
3
+$291K
4
XYZ
Block Inc
XYZ
+$171K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$158K

Top Sells

1
+$8.02M
2
+$1.22M
3
+$535K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$311K
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$303K

Sector Composition

1 Technology 18.59%
2 Communication Services 17.87%
3 Industrials 11.55%
4 Consumer Discretionary 8.42%
5 Financials 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$311K 0.23%
1,134
52
$309K 0.23%
6,032
+1,084
53
$309K 0.23%
4,400
-610
54
$299K 0.23%
1,043
-63
55
$292K 0.22%
3,025
56
$279K 0.21%
1,506
57
$213K 0.16%
1,312
-105
58
$209K 0.16%
7,658
+74
59
$207K 0.16%
2,166
+131
60
$206K 0.16%
1,100
61
$198K 0.15%
415
62
$194K 0.15%
1,025
63
$181K 0.14%
1,180
64
$172K 0.13%
10,000
-4,000
65
$170K 0.13%
3,575
66
$169K 0.13%
5,175
-790
67
$159K 0.12%
200
68
$158K 0.12%
207
+7
69
$157K 0.12%
5,872
+61
70
$154K 0.12%
2,370
+300
71
$153K 0.12%
360
72
$150K 0.11%
3,000
-1,000
73
$146K 0.11%
521
+188
74
$141K 0.11%
555
+100
75
$140K 0.11%
398
+46
1 2
3
4 5