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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
126
$40K 0.03%
285
+10
127
$39K 0.03%
225
-5
128
$37K 0.03%
400
129
$36K 0.03%
+496
130
$35K 0.03%
900
131
$34K 0.03%
132
132
$34K 0.03%
562
+242
133
$33K 0.02%
187
134
$31K 0.02%
425
+225
135
$30K 0.02%
440
136
$30K 0.02%
394
137
$28K 0.02%
580
-100
138
$28K 0.02%
69
139
$28K 0.02%
250
140
$28K 0.02%
259
+3
141
$27K 0.02%
100
142
$27K 0.02%
205
143
$27K 0.02%
200
144
$25K 0.02%
739
+164
145
$25K 0.02%
466
+131
146
$24K 0.02%
130
147
$23K 0.02%
165
148
$23K 0.02%
25
149
$22K 0.02%
66
150
$21K 0.02%
+124
4 5
6
7 8