UA

Upright Assets Allocation Plus Fund

Mutual Fund
UPRIGHT INVESTMENTS TRUST
Last update 2025-02-28 33 Stocks (0 new)
Value $2.00 Mil Turnover 0 %
Countries:
Top Holdings: HIMX(13.22%)WEBL(11.01%)SPXL(10.40%)TSM(8.12%)FAS(6.82%)
Summary Stock Picks Current Portfolio
Upright Assets Allocation Plus... Top Holdings of 2024-12-31 View Full List
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
+45.03%
+21.94%
1,647.7
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
+84.64%
+11.80%
165.8
 
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
+45.42%
+7.08%
5,705.2
 
TSM
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
1,000
197.5
0%
8.120
0%
0.000
+49.72%
+19.77%
1,217,794.9
Semiconductors
FAS
Direxion Daily Financial Bull 3x Shares
Direxion Daily Financial Bull 3x Shares
1,100
166.1
0%
6.820
0%
0.010
+29.08%
+17.70%
2,782.0
 
TQQQ
PROSHARES TRUST
2,000
158.3
0%
6.500
0%
0.000
+69.08%
+7.80%
28,047.7
 
SIMO
Silicon Motion Technology Corp
2,000
108.1
0%
4.440
0%
0.010
+71.28%
+41.02%
2,542.3
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
+50.26%
-11.18%
2,247.8
 
ASX
ASE Technology Holding Co Ltd
10,000
100.7
0%
4.140
0%
0.000
+31.05%
+6.71%
22,534.3
Semiconductors
ABBV
AbbVie Inc
500
88.8
0%
3.650
0%
0.000
-5.26%
+8.51%
334,344.8
Drug Manufacturers

Upright Assets Allocation Plus Fund's Historical Top Holdings Breakdowns

Upright Assets Allocation Plus Fund's Top Stock Picks View Full List
Ticker
SOXL
LIT
TMF
TNA
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
$26.43
-16.83%
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
$39.75
-19.83%
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
$37.97
-24.98%
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
$36.91
26.32%
Add 66.67%
2,500
1,000

Upright Assets Allocation Plus Fund Total Holding History ($B)

To

Upright Assets Allocation Plus Fund's Asset Allocation

To

Upright Assets Allocation Plus Fund Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

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

Size field:

Upright Assets Allocation Plus Fund's Holdings Bubble Chart

Upright Assets Allocation Plus Fund News

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