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
$144M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$818K
3
+$459K
4
LNTH icon
Lantheus
LNTH
+$386K
5
NVDA icon
NVIDIA
NVDA
+$253K

Top Sells

1
+$807K
2
+$330K
3
+$271K
4
LOW icon
Lowe's Companies
LOW
+$137K
5
LGLV icon
SPDR SSGA US Large Cap Low Volatility Index ETF
LGLV
+$134K

Sector Composition

1 Technology 21.88%
2 Communication Services 14.95%
3 Industrials 9.08%
4 Consumer Discretionary 8.44%
5 Healthcare 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$28K 0.02%
900
-1,000
127
$28K 0.02%
394
128
$28K 0.02%
235
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$27K 0.02%
554
130
$27K 0.02%
79
131
$27K 0.02%
247
+3
132
$26K 0.02%
150
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$26K 0.02%
189
134
$26K 0.02%
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-165
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$25K 0.02%
470
136
$24K 0.02%
250
137
$23K 0.02%
205
138
$22K 0.02%
300
139
$21K 0.01%
575
140
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25
143
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20
144
$20K 0.01%
100
145
$19K 0.01%
75
146
$19K 0.01%
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147
$19K 0.01%
400
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$18K 0.01%
225
149
$17K 0.01%
+137
150
$17K 0.01%
250
4 5
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7 8