UCI

Uncommon Cents Investing Portfolio holdings

AUM $413M
1-Year Est. Return 32.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$238M
AUM Growth
-$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$1.34M
2 +$885K
3 +$880K
4
VZ icon
Verizon
VZ
+$641K
5
JPM icon
JPMorgan Chase
JPM
+$588K

Top Sells

1 +$1.58M
2 +$876K
3 +$744K
4
NUE icon
Nucor
NUE
+$404K
5
XOM icon
Exxon Mobil
XOM
+$321K

Sector Composition

1 Financials 15.76%
2 Industrials 14.14%
3 Consumer Staples 12.6%
4 Healthcare 10.57%
5 Technology 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$0 ﹤0.01%
+38,117