UG
| |
Upright Growth Fund | UPUPXMutual Fund | |
| UPRIGHT INVESTMENTS TRUST | |
| Last update 2025-02-28 | 28 Stocks (0 new) |
| Value $22.00 Mil | Turnover 0 % |
Upright Growth Fund 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 24,800 | 6,210.4 | 0% | 28.670 | 0% | 0.000 | +10.15% | -14.95% | 3,173,564.3 | Hardware | |
HIMX | Himax Technologies Inc | 741,261 | 5,959.7 | 0% | 27.520 | 0% | 0.420 | +58.94% | +24.14% | 1,677.4 | Semiconductors | |
TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
| 17,000 | 3,357.3 | 0% | 15.500 | 0% | 0.000 | +62.11% | +21.84% | 1,238,800.3 | Semiconductors | |
TEVA | Teva Pharmaceutical Industries Ltd | 66,102 | 1,456.9 | 0% | 6.730 | 0% | 0.010 | +22.54% | -26.00% | 18,751.4 | Drug Manufacturers | |
SIMO | Silicon Motion Technology Corp | 13,000 | 702.6 | 0% | 3.240 | 0% | 0.040 | +93.52% | +40.75% | 2,537.6 | Semiconductors | |
WEBL |
Direxion Daily Dow Jones Internet Bull 3X Shares
Direxion Daily Dow Jones Internet Bull 3X Shares
| 18,000 | 482.4 | 0% | 2.230 | 0% | 0.310 | +113.89% | +12.81% | 162.8 | ||
ABBV | AbbVie Inc | 2,400 | 426.5 | 0% | 1.970 | 0% | 0.000 | +9.57% | +6.89% | 326,519.6 | Drug Manufacturers | |
GOOG | Alphabet Inc | 2,000 | 380.9 | 0% | 1.760 | 0% | 0.000 | +27.71% | +0.61% | 2,312,548.2 | Interactive Media | |
FAS |
Direxion Daily Financial Bull 3x Shares
Direxion Daily Financial Bull 3x Shares
| 2,000 | 302.0 | 0% | 1.390 | 0% | 0.010 | +46.05% | +11.66% | 2,630.9 | ||
SOXL |
Direxion Daily Semiconductor Bull 3X Shares
Direxion Daily Semiconductor Bull 3X Shares
| 10,100 | 275.8 | +26.25% | 1.270 | +0.26% | 0.000 | +216.73% | +1.33% | 14,040.1 |
Upright Growth Fund's Historical Top Holdings Breakdowns
Upright Growth 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 | +0.26% | 26.3 ($31.78) 40.82 | $27.50 | -13.47% | Add 26.25% | 10,100 | 2,100 | |
TMF |
Direxion Daily 20+ Year Treasury Bull 3X Shares
Direxion Daily 20+ Year Treasury Bull 3X Shares
| 2024-06-30 | Add Add | +0.48% | 43.3 ($48.5) 53.98 | $36.40 | -24.95% | Add 66.67% | 5,000 | 2,000 | |
UBOT |
Direxion Daily RoboticsArtificial Intelligence& Autom. Ind Bulll 3x Sh
Direxion Daily RoboticsArtificial Intelligence& Autom. Ind Bulll 3x Sh
| 2024-06-30 | New Buy New Buy | +0.46% | 20.14 ($23.05) 24.76 | $22.26 | -3.43% | New holding | 4,000 | 4,000 | |
TMF |
Direxion Daily 20+ Year Treasury Bull 3X Shares
Direxion Daily 20+ Year Treasury Bull 3X Shares
| 2023-12-31 | New Buy New Buy | +1.23% | 38.9 ($50.61) 67.78 | $36.40 | -28.08% | New holding | 3,000 | 3,000 | |
HIMX | Himax Technologies Inc | 2023-09-30 | Reduce Reduce | -13.09% | 5.34 ($6.41) 7.55 | $9.59 | 49.61% | Reduce -32.58% | 741,261 | -358,139 | |
TEVA | Teva Pharmaceutical Industries Ltd | 2023-09-30 | Add Add | +0.37% | 7.48 ($9.31) 10.7 | $16.31 | 75.19% | Add 8.56% | 66,102 | 5,210 |
Upright Growth Fund Total Holding History ($B)
Upright Growth Fund's Asset Allocation
Upright Growth Fund Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Upright Growth Fund's Hypothetical Growth since 2024-12-31
Upright Growth Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Upright Growth Fund's Holdings Heat Map
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Upright Growth Fund's Holdings Bubble Chart
Upright Growth Fund News
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