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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
76
$138K 0.1%
678
+468
77
$134K 0.1%
300
78
$129K 0.1%
2,169
+85
79
$127K 0.1%
761
80
$120K 0.09%
8,000
-6,000
81
$120K 0.09%
1,435
82
$118K 0.09%
320
83
$118K 0.09%
635
84
$111K 0.08%
718
85
$111K 0.08%
250
+75
86
$105K 0.08%
425
87
$103K 0.08%
475
88
$103K 0.08%
315
+17
89
$102K 0.08%
1,113
+42
90
$102K 0.08%
+6,000
91
$101K 0.08%
1,200
+200
92
$100K 0.08%
+3,200
93
$100K 0.08%
+2,000
94
$93K 0.07%
296
+87
95
$93K 0.07%
670
96
$92K 0.07%
+11,250
97
$91K 0.07%
585
98
$90K 0.07%
300
99
$84K 0.06%
2,700
+1,999
100
$83K 0.06%
2,500
2 3
4
5 6