UG

Upright Growth and Income Fund

Mutual Fund
Upright Growth and Income Fund
Last update 2024-08-23 32 Stocks (1 new)
Value $3.00 Mil Turnover 0 %
Countries:
Top Holdings: NVDA(24.43%)HIMX(13.08%)TSM(5.73%)SOXL(5.47%)WEBL(5.34%)
Portfolio Report
Summary Stock Picks Current Portfolio
Upright Growth and Income Fund... Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
NVDA 		NVIDIA Corp
6,000
741.240
0%
24.430
0%
0.000
+36.03%
+199.51%
3637553.700
Semiconductors
HIMX 		Himax Technologies Inc
50,000
397.000
0%
13.080
0%
0.030
+1.29%
-6.12%
962.500
Semiconductors
TSM 		Taiwan Semiconductor Manufacturing Co Ltd
1,000
173.810
0%
5.730
0%
0.000
+14.82%
+86.40%
994534.562
Semiconductors
SOXL 		Direxion Daily Semiconductor Bull 3X Shares
3,000
166.080
0%
5.470
0%
-
+0.83%
+0.86%
10235.746
 
WEBL 		Direxion Daily Dow Jones Internet Bull 3X Shares
9,000
161.910
0%
5.340
0%
-
+89.07%
+71.11%
167.313
 
FAS 		Direxion Daily Financial Bull 3x Shares
1,300
131.290
0%
4.330
0%
-
+56.81%
+101.56%
2756.946
 
SIMO 		Silicon Motion Technology Corp
1,500
121.490
0%
4.000
0%
0.000
-15.97%
-14.65%
1722.478
Semiconductors
ASX 		ASE Technology Holding Co Ltd
10,000
114.200
0%
3.760
0%
0.000
+0.96%
+3.96%
20656.100
Semiconductors
TEVA 		Teva Pharmaceutical Industries Ltd
7,000
113.750
0%
3.750
0%
0.000
+0.18%
+63.89%
19513.627
Drug Manufacturers
ABBV 		AbbVie Inc
600
102.910
0%
3.390
0%
0.000
-9.32%
+14.44%
302340.038
Drug Manufacturers

Upright Growth and Income Fund's Historical Top Holdings Breakdowns

Upright Growth and Income Fund's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
GEV 		GE Vernova Inc2024-06-30New Buy
+0.18%
●
122.7 ($158.47) 181.45
$323.71
104.27%
New holding
31
31
TNA 		Direxion Dialy Small Cap Bull 3X Shares2023-12-31New Buy
+3.62%
●
21.82 ($29.22) 41.91
$53.30
82.43%
New holding
2,000
2,000
TPR 		Tapestry Inc2023-12-31Add
+3.38%
●
26.59 ($30.79) 37.61
$51.17
66.19%
Add 666.67%
2,300
2,000
TMF 		Direxion Daily 20+ Year Treasury Bull 3X Shares2023-12-31New Buy
+2.37%
●
38.9 ($50.61) 67.78
$45.33
-10.43%
New holding
800
800
GEHC 		GE HealthCare Technologies Inc2023-03-31New Buy
+0.19%
●
56 ($71.4) 82.14
$84.92
18.94%
New holding
41
41
HIMX 		Himax Technologies Inc2022-12-31New Buy
+20.78%
●
4.98 ($6.36) 7.41
$5.50
-13.52%
New holding
50,000
50,000
SIMO 		Silicon Motion Technology Corp2022-12-31New Buy
+6.53%
●
52.11 ($61.32) 69.2
$51.14
-16.60%
New holding
1,500
1,500
ABBV 		AbbVie Inc2022-12-31New Buy
+6.49%
●
138.31 ($153.33) 165.99
$171.09
11.58%
New holding
600
600
FAS 		Direxion Daily Financial Bull 3x Shares2022-12-31New Buy
+6.40%
●
52.88 ($72.14) 87.51
$166.59
130.93%
New holding
1,300
1,300
NVDA 		NVIDIA Corp2022-12-31New Buy
+5.87%
●
11.23 ($14.67) 18.07
$148.29
910.84%
New holding
6,000
600

Upright Growth and Income Fund Total Holding History ($B)

To

Upright Growth and Income Fund's Asset Allocation

To

Upright Growth and Income Fund Past Portfolios

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

Top Ranked Articles

  • 1

Upright Growth and Income Fund's Hypothetical Growth since 2024-06-30

Upright Growth and Income Fund's Yearly Returns

Year Portfolio % % Excess Gain %

Upright Growth and Income Fund's Holdings Heat Map

Size field:

Upright Growth and Income Fund's Holdings Bubble Chart

Upright Growth and Income Fund News

  • 1

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