UID
Union Investments & Development Portfolio holdings
AUM
$17.3M
This Quarter Return
+2.37%
1 Year Return
+20.08%
3 Year Return
+17.02%
5 Year Return
–
10 Year Return
–
AUM
$170M
AUM Growth
+$170M
(-23%)
Cap. Flow
-$69.6M
Cap. Flow
% of AUM
-40.91%
Top 10 Holdings %
Top 10 Hldgs %
96.59%
Holding
63
New
4
Increased
1
Reduced
3
Closed
15
Top Buys
| 1 |
Similarweb
SMWB
|
$4.42M |
| 2 |
WIX.com
WIX
|
$98.8K |
Top Sells
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
$23.8M |
| 2 |
iShares MSCI Emerging Markets ETF
EEM
|
$18.7M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$16.8M |
| 4 |
Invesco NASDAQ 100 ETF
QQQM
|
$5.53M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$5.36M |
Sector Composition
| 1 | Communication Services | 11.8% |
| 2 | Real Estate | 5.54% |
| 3 | Technology | 3.05% |
| 4 | Financials | 1.01% |
| 5 | Energy | 0.59% |
