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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
$144M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$827K
3
+$406K
4
LNTH icon
Lantheus
LNTH
+$352K
5
NVDA icon
NVIDIA
NVDA
+$207K

Top Sells

1
+$807K
2
+$386K
3
+$256K
4
LOW icon
Lowe's Companies
LOW
+$141K
5
LGLV icon
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
+$133K

Sector Composition

1 Technology 21.88%
2 Communication Services 14.95%
3 Industrials 9.08%
4 Consumer Discretionary 8.44%
5 Healthcare 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$3K ﹤0.01%
+102
202
$3K ﹤0.01%
+60
203
$3K ﹤0.01%
40
204
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25
205
$2K ﹤0.01%
11
206
$2K ﹤0.01%
31
207
$2K ﹤0.01%
60
208
$2K ﹤0.01%
13
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7
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4
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$1K ﹤0.01%
100
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20
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13
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10
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$1K ﹤0.01%
30
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$1K ﹤0.01%
20
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$1K ﹤0.01%
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$0 ﹤0.01%
4
6 7 8
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10