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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
176
$10K 0.01%
35
177
$10K 0.01%
102
-3,010
178
$10K 0.01%
63
179
$9K 0.01%
+92
180
$9K 0.01%
200
181
$9K 0.01%
+41
182
$9K 0.01%
131
+60
183
$8K 0.01%
+19
184
$8K 0.01%
90
185
$7K 0.01%
25
186
$7K 0.01%
97
187
$6K ﹤0.01%
50
188
$6K ﹤0.01%
+36
189
$6K ﹤0.01%
+180
190
$6K ﹤0.01%
+57
191
$6K ﹤0.01%
+300
192
$5K ﹤0.01%
260
193
$5K ﹤0.01%
35
194
$5K ﹤0.01%
80
195
$5K ﹤0.01%
+10
196
$5K ﹤0.01%
+46
197
$5K ﹤0.01%
225
198
$5K ﹤0.01%
+34
199
$5K ﹤0.01%
100
200
$4K ﹤0.01%
+1,000
6 7
8
9 10