Holdings of Upright Growth and Income Fund
UPRIGHT INVESTMENTS TRUST · Original filing · Compare with another fund · Report an error
- Net assets
- 4.6M $ including 3.4M $ in equities, 74.8 %
- Positions
- 30 in 4 countries
- Top ten
- 59.5 % of net assets
- Filed on
- Mar 31, 2026
Portfolio shape
Positions
Sector breakdown
- Technology 36.8 %
- Consumer discretionary 9.5 %
- Financials 6.7 %
- Health care 4.5 %
- Industrials 1.8 %
- Energy 1.5 %
- Communication 0.6 %
- Unattributed 38.5 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- United States 67.2 %
- Taiwan 13.4 %
- Cayman Islands 13.2 %
- Israel 6.2 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | United States | 24 | 2.3M $ | 67.16 % |
| 2 | Taiwan | 3 | 458K $ | 13.45 % |
| 3 | Cayman Islands | 2 | 449.6K $ | 13.20 % |
| 4 | Israel | 1 | 210.8K $ | 6.19 % |
Cite this page
Titelia. "Holdings of Upright Growth and Income Fund". https://titelia.com/en/funds/S000057859