UI

Unconventional Investor Portfolio holdings

AUM $181M
1-Year Est. Return 16.68%
This Quarter Est. Return
1 Year Est. Return
+16.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$105M
AUM Growth
+$6.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$848K
2
+$500K
3
+$260K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$229K
5
SKYY icon
First Trust Cloud Computing ETF
SKYY
+$220K

Top Sells

1
+$87.2K
2
+$74.5K
3
+$74.4K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$44.8K
5
FXI icon
iShares China Large-Cap ETF
FXI
+$18.7K

Sector Composition

1 Financials 16.61%
2 Technology 1.23%
3 Consumer Staples 0.25%
4 Industrials 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$264K 0.25%
532
27
$260K 0.25%
6,073
28
$233K 0.22%
1,035
29
$220K 0.21%
+3,291
30
$220K 0.21%
7,448
-634
31
$217K 0.21%
+870
32
$105K 0.1%
16,667
1
2