UFM

Ursa Fund Management Portfolio holdings

AUM $51.6M
1-Year Est. Return 12.99%
This Quarter Est. Return
1 Year Est. Return
+12.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$54M
AUM Growth
-$670M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Sector Composition

1 Financials 30%
2 Real Estate 7.58%
3 Healthcare 3.25%
4 Consumer Discretionary 2.86%
5 Utilities 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
0
27
-89,835
28
-45,000
29
-30,991
30
-20,000
31
-140
32
-2,250
33
0