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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
151
$21K 0.02%
150
152
$21K 0.02%
300
153
$20K 0.02%
75
154
$20K 0.02%
500
155
$19K 0.01%
207
+32
156
$19K 0.01%
+40
157
$19K 0.01%
386
158
$19K 0.01%
220
159
$18K 0.01%
73
+33
160
$18K 0.01%
538
161
$18K 0.01%
125
162
$17K 0.01%
90
163
$17K 0.01%
140
+120
164
$17K 0.01%
389
+250
165
$16K 0.01%
+231
166
$16K 0.01%
170
167
$15K 0.01%
295
168
$15K 0.01%
735
-15
169
$15K 0.01%
100
170
$15K 0.01%
+350
171
$14K 0.01%
700
-300
172
$12K 0.01%
+85
173
$12K 0.01%
50
174
$11K 0.01%
+57
175
$11K 0.01%
146
5 6
7
8 9