UG

Upright Growth Fund | UPUPX

Mutual Fund
UPRIGHT INVESTMENTS TRUST
Last update 2024-08-23 28 Stocks (1 new)
Value $20.00 Mil Turnover 1 %
Countries:
Top Holdings: HIMX(29.48%)AAPL(26.17%)TSM(14.80%)TEVA(5.38%)SIMO(5.27%)
Portfolio Report
Summary Stock Picks Current Portfolio
Upright Growth 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
HIMX 		Himax Technologies Inc
741,261
5885.610
0%
29.480
0%
0.420
+3.15%
+0.71%
1032.500
Semiconductors
AAPL 		Apple Inc
24,800
5223.380
0%
26.170
0%
0.000
+6.64%
+18.46%
3430687.188
Hardware
TSM 		Taiwan Semiconductor Manufacturing Co Ltd
17,000
2954.770
0%
14.800
0%
0.000
+22.72%
+95.56%
1043439.296
Semiconductors
TEVA 		Teva Pharmaceutical Industries Ltd
66,102
1074.160
0%
5.380
0%
0.010
-0.29%
+63.89%
19896.552
Drug Manufacturers
SIMO 		Silicon Motion Technology Corp
13,000
1052.870
0%
5.270
0%
0.040
-10.71%
-9.68%
1822.849
Semiconductors
SOXL 		Direxion Daily Semiconductor Bull 3X Shares
8,000
442.880
0%
2.220
0%
-
+12.56%
+12.77%
11830.483
 
ABBV 		AbbVie Inc
2,400
411.650
0%
2.060
0%
0.000
+5.62%
+33.44%
352544.494
Drug Manufacturers
GOOG 		Alphabet Inc
2,000
366.840
0%
1.840
0%
0.000
+9.92%
+27.94%
2191538.690
Interactive Media
WEBL 		Direxion Daily Dow Jones Internet Bull 3X Shares
18,000
323.820
0%
1.620
0%
-
+78.39%
+61.21%
161.304
 
TMF 		Direxion Daily 20+ Year Treasury Bull 3X Shares
5,000
242.500
+66.67%
1.210
+0.48%
-
-10.83%
-25.43%
6217.378
 

Upright Growth Fund's Historical Top Holdings Breakdowns

Upright Growth 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
TMF 		Direxion Daily 20+ Year Treasury Bull 3X Shares2024-06-30Add
+0.48%
●
43.3 ($48.5) 53.98
$48.16
-0.70%
Add 66.67%
5,000
2,000
UBOT 		Direxion Daily RoboticsArtificial Intelligence& Autom. Ind Bulll 3x Sh2024-06-30New Buy
+0.46%
●
20.14 ($23.05) 24.76
$25.85
12.15%
New holding
4,000
4,000
TMF 		Direxion Daily 20+ Year Treasury Bull 3X Shares2023-12-31New Buy
+1.23%
●
38.9 ($50.61) 67.78
$48.16
-4.84%
New holding
3,000
3,000
HIMX 		Himax Technologies Inc2023-09-30Reduce
-13.09%
●
5.34 ($6.41) 7.55
$5.90
-7.96%
Reduce -32.58%
741,261
-358,139
TEVA 		Teva Pharmaceutical Industries Ltd2023-09-30Add
+0.37%
●
7.48 ($9.31) 10.7
$17.11
83.78%
Add 8.56%
66,102
5,210
HIMX 		Himax Technologies Inc2023-06-30Reduce
-2.08%
●
6.31 ($7.03) 8.13
$5.90
-16.07%
Reduce -4.35%
1,099,400
-50,000
LCINQ Lannett Co Inc2023-03-31New Buy
+0.11%
●
1.56 ($2.2) 3.25
$0.03
-98.65%
New holding
12,500
12,500
HIMX 		Himax Technologies Inc2022-12-31New Buy
+44.38%
●
4.98 ($6.36) 7.41
$5.90
-7.23%
New holding
1,149,400
1,149,400
AAPL 		Apple Inc2022-12-31New Buy
+20.03%
●
126.04 ($142.91) 155.74
$226.96
58.81%
New holding
24,800
24,800
TSM 		Taiwan Semiconductor Manufacturing Co Ltd2022-12-31New Buy
+7.87%
●
60.28 ($72.34) 82.98
$201.20
178.13%
New holding
17,000
17,000

Upright Growth Fund Total Holding History ($B)

To

Upright Growth Fund's Asset Allocation

To

Upright Growth Fund Past Portfolios

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

Top Ranked Articles

  • 1

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

Upright Growth Fund's Yearly Returns

Year Portfolio % % Excess Gain %

Upright Growth Fund's Holdings Heat Map

Size field:

Upright Growth Fund's Holdings Bubble Chart

Upright Growth Fund News

  • 1

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