UCIG
Ulrich Consultants & Investment Group Portfolio holdings
AUM
$41.4M
1-Year Est. Return
20.81%
This Fund
S&P 500
1 Year Est. Return
+20.81%
AUM
$41.4M
AUM Growth
-$6.48M
(-14%)
Holding
26
Top Buys
| 1 | +$557K | |
| 2 | +$472K | |
| 3 | +$367K | |
| 4 |
Microsoft
MSFT
|
+$348K |
| 5 |
Amazon
AMZN
|
+$186K |
Top Sells
| 1 | +$10.7M | |
| 2 | +$268K | |
| 3 | +$207K | |
| 4 |
Amplify CWP Enhanced Dividend Income ETF
DIVO
|
+$121K |
| 5 |
FS KKR Capital
FSK
|
+$102K |
Sector Composition
| 1 | Healthcare | 3.53% |
| 2 | Technology | 2.92% |
| 3 | Financials | 2.61% |
| 4 | Energy | 1.99% |
| 5 | Consumer Discretionary | 1.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Invesco S&P 500 Equal Weight ETF
RSP
$88.5B
| – | – |
-1,430
|
|