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This is an actively managed fund that seeks long-term capital growth. Income is a secondary objective. The Fund generally invests in securities that Upholdings believes have the potential to compound at a higher rate than the S&P 500 Index over multi-year periods. In most cases, Upholdings identifies companies that have been reinvesting their own cash flow at above average rates of return. If, based on Upholding’s analysis, the shares of a particular company are trading at a fair level compared to Upholding’s estimate of the company’s intrinsic value, Upholdings will generally recommend that the Fund purchase that company’s shares. To calculate intrinsic value, Upholdings constructs long-term financial models to estimate cashflow generation and the resulting shareholder value. To do so, Upholdings uses an array of publicly available data - earnings call transcripts, publicly disclosed financials, and industry consultants. Upholdings then estimates intrinsic value by discounting the estimated future value into a current valuation. We aim to own no more than 30 securities at any time to concentrate our portfolio and differentiate from the S&P 500.

$18.97  -0.00 (-0.00%)
As of 03/23/2023 09:30:00 EST     IEX book   CBOE book

ETF Information
Sponsor:     Upholdings
Category1:  US Equity
Category2:  Broad market
Category3:  Large cap
Morningstar category:  
Leverage factor:  1.00
Inception date:  12/30/2020
Current yield:  0.00%
Historical average yield:  0.10%
Market cap:  $8,049,174
Average volume:  950
Fees:     0.6000%
Investment style: Actively managed

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