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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
-$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1 +$4.77M
2 +$1.22M
3 +$1.18M
4
KRBN icon
KraneShares Global Carbon Strategy ETF
KRBN
+$851K
5
SKY icon
Champion Homes
SKY
+$658K

Top Sells

1 +$6.45M
2 +$1.59M
3 +$1.44M
4
AMZN icon
Amazon
AMZN
+$1.39M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.2M

Sector Composition

1 Communication Services 12.97%
2 Technology 12%
3 Financials 11.64%
4 Consumer Discretionary 11.38%
5 Healthcare 10.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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+35
202
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+45
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$8K 0.01%
+40
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96
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$6K ﹤0.01%
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$6K ﹤0.01%
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+30
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$6K ﹤0.01%
500
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124