UCI

Uncommon Cents Investing Portfolio holdings

AUM $402M
1-Year Est. Return 24.78%
This Quarter Est. Return
1 Year Est. Return
+24.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$222M
AUM Growth
+$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$927K
2 +$857K
3 +$823K
4
CVS icon
CVS Health
CVS
+$761K
5
CVX icon
Chevron
CVX
+$484K

Top Sells

1 +$799K
2 +$743K
3 +$628K
4
LNT icon
Alliant Energy
LNT
+$412K
5
NSC icon
Norfolk Southern
NSC
+$409K

Sector Composition

1 Industrials 16.37%
2 Consumer Staples 10.27%
3 Financials 10.09%
4 Healthcare 9.79%
5 Technology 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-10,000