Fund · US registered fund
Upright Assets Allocation Plus Fund
Managed by Upright Investments Trust. Net assets $4M at 30 Jun 2026.
Top 10 holdings
The 10 largest are 86.3% of net assets, out of 32 holdings
38.86%
Fidelity Institutional Cash Portfolios · US
13.77%
10.72%
5.16%
Direxion Shares ETF Trust · US
4.21%
Direxion Shares ETF Trust · US
3.63%
Direxion Shares ETF Trust · US
2.99%
Silicon Motion Technology Corp. · CN
2.82%
AbbVie, Inc. · US
2.43%
Plug Power, Inc. · US
1.76%
Global X Funds · US
Source: SEC Form N-PORT, period ended 30 Jun 2026
The fund
- Category
- Mutual or closed-end fund
- Domicile
- United States
- LEI
- 549300RMW5KBVEH8FE80
Source: Official register
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