UPRIGHT INVESTMENTS TRUST's Upright Assets Allocation Plus Fund has disclosed 33 total holdings in their latest N-PORT filing with the SEC for the
portfolio date of 2024-12-31. The current portfolio value is calculated to be $2.00 Mil, only including common equities, preferred
equities, ETFs, options and warrants for equities. The turnover rate is 0%.
Upright Assets Allocation Plus Fund's
Total Assets is $2.55 Mil , Total Liabilities is $74,220.00 , Net Assets is $2.48 Mil.
In Upright Assets Allocation Plus Fund's current portfolio as of 2024-12-31, the top 5 holdings are
Himax Technologies Inc (HIMX), Direxion Daily Dow Jones Internet Bull 3X Shares (WEBL), Direxion Daily S&P 500 Bull 3X Shares (SPXL), Taiwan Semiconductor Manufacturing Co Ltd (TSM) and Direxion Daily Financial Bull 3x Shares (FAS),
not including call and put options.
Upright Assets Allocation Plus Fund did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the mutual fund's current and past N-PORT holdings for Upright Assets Allocation Plus Fund, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at 52-week lows, etc.
Please visit the "Stock Picks" tab to see the mutual fund's latest trades and stock picks for Upright Assets Allocation Plus Fund, which include data from form N-PORT.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Upright Assets Allocation Plus Fund.
Membership subscribers only.
