UIA

Ulland Investment Advisors Portfolio holdings

AUM $131M
1-Year Est. Return 28.13%
This Quarter Est. Return
1 Year Est. Return
+28.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$91.5M
AUM Growth
-$6.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1 +$1.85M
2 +$1.26M
3 +$804K
4
STEM icon
Stem
STEM
+$634K
5
ACES icon
ALPS Clean Energy ETF
ACES
+$566K

Top Sells

1 +$2.18M
2 +$1.43M
3 +$861K
4
BUG icon
Global X Cybersecurity ETF
BUG
+$625K
5
EA icon
Electronic Arts
EA
+$338K

Sector Composition

1 Consumer Discretionary 12.31%
2 Communication Services 11.87%
3 Healthcare 11.71%
4 Technology 11.41%
5 Energy 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
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600
102
$40K 0.04%
6,150
103
$39K 0.04%
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104
$35K 0.04%
21
105
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400
106
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233
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$31K 0.03%
435
109
$31K 0.03%
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$30K 0.03%
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112
$30K 0.03%
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$30K 0.03%
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114
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115
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116
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117
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119
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124
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82
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