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
$157M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$9.43M
3
+$8.21M
4
UNH icon
UnitedHealth
UNH
+$7.34M
5
AMZN icon
Amazon
AMZN
+$7.25M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 13.97%
2 Consumer Discretionary 12.25%
3 Technology 11.74%
4 Healthcare 8.77%
5 Financials 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$18K 0.01%
+225
152
$17K 0.01%
+145
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$17K 0.01%
+340
154
$16K 0.01%
+25
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156
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+300
157
$16K 0.01%
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158
$15K 0.01%
+575
159
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160
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161
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162
$14K 0.01%
+500
163
$14K 0.01%
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164
$14K 0.01%
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167
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169
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+300
170
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171
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173
$11K 0.01%
+50
174
$11K 0.01%
+41
175
$11K 0.01%
+99
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