UF

Utah Focus Fund | UTFOX

Mutual Fund
Utah Focus Fund
Last update 2023-12-13 38 Stocks (1 new)
Value $2.00 Mil Turnover 1 %
Countries:
Top Holdings: SKYW(4.35%)ZION(4.33%)HQY(4.16%)MPRAU(3.92%)WEAV(3.91%)
Portfolio Report
Summary Stock Picks Current Portfolio
Utah Focus Fund Top Holdings of 2023-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SKYW 		SkyWest Inc
1,950
81.780
0%
4.350
0%
0.000
+53.86%
+116.28%
4553.010
Transportation
ZION 		Zions Bancorp NA
2,330
81.290
0%
4.330
0%
0.000
+27.08%
+36.38%
8586.453
Banks
HQY 		HealthEquity Inc
1,070
78.160
0%
4.160
0%
0.000
+37.46%
+49.11%
8632.897
Healthcare Providers & Services
MPRAU 		Mercato Partners Acquisition Corp
6,300
73.710
0%
3.920
0%
-
+10.69%
+14.59%
0.000
Diversified Financial Services
WEAV 		Weave Communications Inc
9,000
73.350
0%
3.910
0%
0.010
+39.02%
+23.63%
1028.301
Healthcare Providers & Services
INST 		Instructure Holdings Inc
2,750
69.850
0%
3.720
0%
0.000
+1.38%
-12.66%
3455.257
Software
PRG 		PROG Holdings Inc
2,000
66.420
0%
3.540
0%
0.000
+20.08%
+56.55%
1990.760
Business Services
WFC 		Wells Fargo & Co
1,600
65.380
0%
3.480
0%
0.000
+34.54%
+46.06%
233197.526
Banks
RIO 		Rio Tinto PLC
1,010
64.280
0%
3.420
0%
0.000
+5.37%
-7.27%
104266.770
Metals & Mining
NOC 		Northrop Grumman Corp
146
64.270
0%
3.420
0%
0.000
+8.09%
+14.42%
77071.379
Aerospace & Defense

Utah Focus Fund's Historical Top Holdings Breakdowns

Utah Focus 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
QUOT Quotient Technology Inc2023-09-30Sold Out
-3.44%
●
3.78 ($3.92) 3.99
$3.99
1.79%
Sold Out
0
-20,800
PDYN 		Sarcos Technology & Robotics Corp2023-09-30New Buy
+1.32%
●
0.67 ($1.29) 1.95
$2.10
62.79%
New holding
28,933
28,933
IIPR 		Innovative Industrial Properties Inc2023-06-30Sold Out
-2.96%
●
64.22 ($70.52) 75.99
$106.37
50.84%
Sold Out
0
-400
XM Qualtrics International Inc2023-06-30Sold Out
-2.95%
●
17.83 ($17.98) 18.14
$18.14
0.89%
Sold Out
0
-1,700
PDYN 		Sarcos Technology & Robotics Corp2023-06-30Sold Out
-2.73%
●
1.93 ($2.39) 2.95
$2.10
-12.13%
Sold Out
0
-9,833
SPWH 		Sportsman's Warehouse Holdings Inc2023-06-30Add
+2.25%
●
4.53 ($6.06) 8.74
$2.47
-59.24%
Add 262.86%
12,700
9,200
BYON 		Overstock.com Inc2023-06-30Add
+2.10%
●
17.6 ($20.31) 32.57
$6.41
-68.44%
Add 88.24%
3,200
1,500
CLAR 		Clarus Corp2023-06-30Add
+1.97%
●
7.91 ($8.83) 10.29
$4.42
-49.94%
Add 156.25%
8,200
5,000
PRPL 		Purple Innovation Inc2023-06-30Add
+1.96%
●
2.22 ($2.88) 3.62
$0.84
-71.00%
Add 182.22%
25,400
16,400
QUOT Quotient Technology Inc2023-06-30Add
+1.89%
●
2.5 ($3.11) 3.91
$3.99
28.30%
Add 121.28%
20,800
11,400

Utah Focus Fund Total Holding History ($B)

To

Utah Focus Fund's Asset Allocation

To

Utah Focus Fund Past Portfolios

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

Top Ranked Articles

  • 1

Utah Focus Fund's Hypothetical Growth since 2023-09-30

Utah Focus Fund's Yearly Returns

Year Portfolio % % Excess Gain %

Utah Focus Fund's Holdings Heat Map

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Utah Focus Fund's Holdings Bubble Chart

Utah Focus Fund News

  • 1

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