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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
101
$80K 0.06%
957
-26
102
$78K 0.06%
+3,358
103
$76K 0.06%
1,685
104
$74K 0.06%
1,000
105
$73K 0.06%
619
-1,251
106
$72K 0.05%
1,450
107
$69K 0.05%
103
+48
108
$68K 0.05%
288
-21
109
$65K 0.05%
1,355
+113
110
$63K 0.05%
58
+22
111
$60K 0.05%
428
112
$60K 0.05%
585
113
$56K 0.04%
98
+16
114
$53K 0.04%
470
115
$52K 0.04%
1,500
-750
116
$52K 0.04%
+240
117
$49K 0.04%
742
118
$48K 0.04%
615
119
$46K 0.03%
245
120
$45K 0.03%
500
121
$44K 0.03%
223
122
$43K 0.03%
734
123
$43K 0.03%
540
124
$42K 0.03%
1,130
-760
125
$41K 0.03%
146
+5
3 4
5
6 7