UIA

Ulland Investment Advisors Portfolio holdings

AUM $133M
1-Year Est. Return 30.44%
This Quarter Est. Return
1 Year Est. Return
+30.44%
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 +$1.07M
2 +$452K
3 +$291K
4
XYZ
Block Inc
XYZ
+$165K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$164K

Top Sells

1 +$8.16M
2 +$1.22M
3 +$573K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$360K
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$295K

Sector Composition

1 Technology 18.59%
2 Communication Services 17.87%
3 Industrials 11.55%
4 Consumer Discretionary 8.42%
5 Financials 6.41%