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
176
$10K 0.01%
+330
177
$10K 0.01%
+1,000
178
$7K ﹤0.01%
+35
179
$7K ﹤0.01%
+35
180
$7K ﹤0.01%
+228
181
$7K ﹤0.01%
+124
182
$7K ﹤0.01%
+96
183
$7K ﹤0.01%
+43
184
$7K ﹤0.01%
+82
185
$7K ﹤0.01%
+25
186
$6K ﹤0.01%
+64
187
$6K ﹤0.01%
+500
188
$6K ﹤0.01%
+71
189
$5K ﹤0.01%
+1,000
190
$5K ﹤0.01%
+105
191
$5K ﹤0.01%
+98
192
$4K ﹤0.01%
+150
193
$4K ﹤0.01%
+30
194
$4K ﹤0.01%
+3,109
195
$4K ﹤0.01%
+100
196
$4K ﹤0.01%
+74
197
$4K ﹤0.01%
+51
198
$3K ﹤0.01%
+97
199
$3K ﹤0.01%
+25
200
$2K ﹤0.01%
+13
6 7
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