UCIG

Ulrich Consultants & Investment Group Portfolio holdings

AUM $41.4M
1-Year Est. Return 20.81%
This Quarter Est. Return
1 Year Est. Return
+20.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$41.4M
AUM Growth
-$6.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1
+$588K
2
+$511K
3
+$378K
4
IFF icon
International Flavors & Fragrances
IFF
+$340K
5
AMZN icon
Amazon
AMZN
+$212K

Top Sells

1
+$10.7M
2
+$277K
3
+$207K
4
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$122K
5
FSK icon
FS KKR Capital
FSK
+$104K

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
RSP icon
26
Invesco S&P 500 Equal Weight ETF
RSP
$74B
– –
-1,430
1
2