UCM
Up Capital Management Portfolio holdings
AUM
$89.1M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$89.1M
AUM Growth
-$22.7M
(-20%)
Holding
28
Top Buys
| 1 | +$7.41M | |
| 2 | +$5.54M | |
| 3 | +$3.75M | |
| 4 |
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
+$3.66M |
| 5 |
Valero Energy
VLO
|
+$193K |
Top Sells
| 1 | +$7.78M | |
| 2 | +$5.57M | |
| 3 | +$5.44M | |
| 4 |
US Gold Corp
USAU
|
+$5.16M |
| 5 |
AngloGold Ashanti
AU
|
+$4.23M |
Sector Composition
| 1 | Technology | 44.95% |
| 2 | Consumer Discretionary | 1.07% |
| 3 | Energy | 0.26% |
| 4 | Materials | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Kinross Gold
KGC
$34.2B
| – | – |
-193,252
|
|
||
27
iShares MSCI Global Silver and Metals Miners ETF
SLVP
$948M
| – | – |
-9,702
|
|
||
|
28
US Gold Corp
USAU
$255M
| – | – |
-265,663
|
|