UCI

Uncommon Cents Investing Portfolio holdings

AUM $431M
1-Year Est. Return 32.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$336M
AUM Growth
-$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
444
New
Increased
Reduced
Closed

Top Buys

1
+$701K
2
+$543K
3
+$378K
4
LNT icon
Alliant Energy
LNT
+$245K
5
EMF
Templeton Emerging Markets Fund
EMF
+$179K

Top Sells

1
+$439K
2
+$385K
3
+$362K
4
WFC icon
Wells Fargo
WFC
+$354K
5
KR icon
Kroger
KR
+$239K

Sector Composition

1 Industrials 19.01%
2 Financials 18.3%
3 Technology 9.8%
4 Consumer Staples 9.64%
5 Healthcare 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
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