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
$142M
AUM Growth
+$3.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$2.55M
2
+$200K
3
+$76.6K
4
NVDA icon
NVIDIA
NVDA
+$49.9K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$11.3K

Top Sells

1
+$1.02M
2
+$290K
3
+$187K
4
AAPL icon
Apple
AAPL
+$133K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$59.9K

Sector Composition

1 Financials 16.38%
2 Technology 2.05%
3 Consumer Staples 0.32%
4 Communication Services 0.21%
5 Consumer Discretionary 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$314K 0.22%
3,291
27
$302K 0.21%
1,660
28
$283K 0.2%
1,675
29
$272K 0.19%
1,035
30
$236K 0.17%
528
-37
31
$220K 0.16%
1,140
-60
32
$31.5K 0.02%
16,666
1
2