UA
| |
Upright Assets Allocation Plus FundMutual Fund | |
| UPRIGHT INVESTMENTS TRUST | |
| Last update 2025-02-28 | 33 Stocks (0 new) |
| Value $2.00 Mil | Turnover 0 % |
Upright Assets Allocation Plus... Top Holdings of 2024-12-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HIMX | Himax Technologies Inc | 40,000 | 321.6 | 0% | 13.220 | 0% | 0.020 | +21.49% | +17.41% | 1,651.2 | Semiconductors | |
WEBL |
Direxion Daily Dow Jones Internet Bull 3X Shares
Direxion Daily Dow Jones Internet Bull 3X Shares
| 10,000 | 268.0 | 0% | 11.010 | 0% | 0.170 | +37.87% | +10.01% | 167.6 | ||
SPXL |
Direxion Daily S&P 500 Bull 3X Shares
Direxion Daily S&P 500 Bull 3X Shares
| 1,500 | 253.1 | 0% | 10.400 | 0% | 0.010 | +16.86% | +2.02% | 5,230.5 | ||
TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
| 1,000 | 197.5 | 0% | 8.120 | 0% | 0.000 | +36.34% | +16.59% | 1,185,482.9 | Semiconductors | |
FAS |
Direxion Daily Financial Bull 3x Shares
Direxion Daily Financial Bull 3x Shares
| 1,100 | 166.1 | 0% | 6.820 | 0% | 0.010 | +1.87% | +9.62% | 2,632.0 | ||
TQQQ | PROSHARES TRUST | 2,000 | 158.3 | 0% | 6.500 | 0% | 0.000 | +31.06% | +3.49% | 27,260.2 | ||
SIMO | Silicon Motion Technology Corp | 2,000 | 108.1 | 0% | 4.440 | 0% | 0.010 | +48.19% | +42.85% | 2,575.3 | Semiconductors | |
TNA |
Direxion Daily Small Cap Bull 3X Shares
Direxion Daily Small Cap Bull 3X Shares
| 2,500 | 104.7 | 0% | 4.300 | 0% | 0.010 | +6.09% | -19.58% | 2,018.6 | ||
ASX | ASE Technology Holding Co Ltd | 10,000 | 100.7 | 0% | 4.140 | 0% | 0.000 | +14.12% | +5.16% | 23,012.4 | Semiconductors | |
ABBV | AbbVie Inc | 500 | 88.8 | 0% | 3.650 | 0% | 0.000 | -9.24% | +4.52% | 322,032.9 | Drug Manufacturers |
Upright Assets Allocation Plus Fund's Historical Top Holdings Breakdowns
Upright Assets Allocation Plus Fund's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SOXL |
Direxion Daily Semiconductor Bull 3X Shares
Direxion Daily Semiconductor Bull 3X Shares
| 2024-12-31 | Add Add | +0.11% | 26.3 ($31.78) 40.82 | $25.11 | -20.99% | Add 3.33% | 3,100 | 100 | |
LIT | Global X Lithium & Battery Tech ETF | 2023-12-31 | New Buy New Buy | +2.67% | 45.87 ($49.58) 54.17 | $38.54 | -22.27% | New holding | 1,000 | 1,000 | |
TMF |
Direxion Daily 20+ Year Treasury Bull 3X Shares
Direxion Daily 20+ Year Treasury Bull 3X Shares
| 2023-12-31 | New Buy New Buy | +2.53% | 38.9 ($50.61) 67.78 | $38.12 | -24.68% | New holding | 750 | 750 | |
TNA |
Direxion Dialy Small Cap Bull 3X Shares
Direxion Dialy Small Cap Bull 3X Shares
| 2023-12-31 | Add Add | +2.06% | 21.82 ($29.22) 41.91 | $33.42 | 14.37% | Add 66.67% | 2,500 | 1,000 |
Upright Assets Allocation Plus Fund Total Holding History ($B)
Upright Assets Allocation Plus Fund's Asset Allocation
Upright Assets Allocation Plus Fund Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Upright Assets Allocation Plus Fund's Hypothetical Growth since 2024-12-31
Upright Assets Allocation Plus Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Upright Assets Allocation Plus Fund's Holdings Heat Map
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Upright Assets Allocation Plus Fund's Holdings Bubble Chart
Upright Assets Allocation Plus Fund News
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