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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
201
$4K ﹤0.01%
37
202
$4K ﹤0.01%
40
203
$4K ﹤0.01%
13
204
$4K ﹤0.01%
+65
205
$4K ﹤0.01%
+500
206
$4K ﹤0.01%
132
207
$4K ﹤0.01%
+37
208
$3K ﹤0.01%
60
209
$3K ﹤0.01%
+130
210
$3K ﹤0.01%
13
211
$3K ﹤0.01%
40
212
$3K ﹤0.01%
1,000
213
$3K ﹤0.01%
+213
214
$3K ﹤0.01%
25
215
$2K ﹤0.01%
102
216
$2K ﹤0.01%
31
217
$2K ﹤0.01%
10
218
$2K ﹤0.01%
+150
219
$2K ﹤0.01%
3
220
$1K ﹤0.01%
50
221
$1K ﹤0.01%
11
-300
222
$1K ﹤0.01%
20
223
$1K ﹤0.01%
13
224
$1K ﹤0.01%
30
225
– –
-3,484
6 7 8
9
10