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UFM

Ursa Fund Management Portfolio holdings

AUM $32.7M
1-Year Est. Return 30.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$51.6M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$25.2M
2
+$17.1M
3
+$1.13M
4
FBTC icon
Fidelity Wise Origin Bitcoin Fund
FBTC
+$999K
5
SMLR
Semler Scientific
SMLR
+$602K

Top Sells

1
+$15.4M
2
+$9.46M
3
+$5.62M
4
CLM icon
Cornerstone Strategic Value Fund
CLM
+$2.23M
5
FL
Foot Locker
FL
+$1.51M

Sector Composition

1 Real Estate 49.04%
2 Financials 37.86%
3 Industrials 1.28%
4 Healthcare 1.02%
5 Consumer Staples 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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27
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28
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29
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30
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-13,000
31
– –
-38,000
32
– –
-20,000
33
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-25,000
34
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-25,000
35
– –
-275,000
36
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-15,000
1
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