UID

Union Investments & Development Portfolio holdings

AUM $17.3M
1-Year Est. Return 20.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$202M
AUM Growth
+$28.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$28.7M
2 +$174K
3 +$143K
4
PLTK icon
Playtika
PLTK
+$135K
5
PANW icon
Palo Alto Networks
PANW
+$130K

Top Sells

1 +$19.3M
2 +$1.36M
3 +$198K
4
SMWB icon
Similarweb
SMWB
+$134K
5
ENIC icon
Enel Chile
ENIC
+$73.2K

Sector Composition

1 Consumer Discretionary 4.76%
2 Real Estate 3.49%
3 Technology 2.95%
4 Communication Services 0.95%
5 Energy 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-185,935
52
-12,112