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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
$131M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$4.44M
2
+$881K
3
+$778K
4
GPIX icon
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
GPIX
+$500K
5
QYLD icon
Global X NASDAQ-100 Covered Call ETF
QYLD
+$444K

Top Sells

1
+$2.82M
2
+$1.26M
3
+$989K
4
UNH icon
UnitedHealth
UNH
+$732K
5
V icon
Visa
V
+$673K

Sector Composition

1 Technology 16.73%
2 Communication Services 15.2%
3 Industrials 11.93%
4 Consumer Discretionary 7.75%
5 Financials 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2K ﹤0.01%
31
202
$2K ﹤0.01%
+1,000
203
$2K ﹤0.01%
3
204
$1K ﹤0.01%
50
205
$1K ﹤0.01%
13
206
$1K ﹤0.01%
30
207
$1K ﹤0.01%
10
208
$1K ﹤0.01%
20
209
– –
-100
210
– –
-9
211
– –
-10
212
$0 ﹤0.01%
4
213
$0 ﹤0.01%
20
214
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-5
215
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-5
216
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-275
217
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-400
218
$0 ﹤0.01%
100
219
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-670
220
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-13,000
221
– –
-2,000
222
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-2,500
223
$0 ﹤0.01%
30
224
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-266
225
– –
-453
6 7 8
9
10