UPAAX Mutual Fund

UPAAX Mutual Fund

NAV$22.90
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Showing the top 10 of 34 holdings · as of Mar 31, 2026
Top 10 weight
74.51%
UPAAX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1DebtFidelity Institutional Money Market - Treasury Portfolio - Class Iii
20.63%		20.6%659,546$659.5K--
2—Taiwan Semiconductor - AdrInfo Tech · Semiconductors
10.57%		31.2%1,000$337.9KInfo TechSemiconductors
Sector and industry · Pro
3
HIMX
Himax Technologies Inc -sp Adr
9.85%		41.0%40,000$314.8K
4
SPXL
Direxion Dly S&P 500 Bull
8.67%		49.7%1,500$277.3K
5
WEBL
Direxion Daily Dow Jones Internet Bull 3X Shares
5.26%		55.0%10,000$168.2K
6
TQQQ
ProShares UltraPro QQQ
5.21%		60.2%4,000$166.7K
7
FAS
Direxion Daily Fin Bull 3x Mutual Fund
4.08%		64.3%1,100$130.3K
8
TNA
Direxion Dly Sm Cap Bull 3x Mutual Fund
3.45%		67.7%2,500$110.3K
9
ABBV
AbbVie Inc.
3.40%		71.1%500$108.7K
10—Ase Technology Holding Co., Ltd. American Depositary Shares (Each Representing Two Common Shares)
3.39%		74.5%5,000$108.4K
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Themes in the top 10
SemiconductorsArtificial IntelligenceCloud ComputingRobotics & AutomationEmerging TechETF ProvidersAsset ManagementDerivatives TradingMarket InfrastructureInvestment TechnologyPharmaceuticalsBiotechnologyMedical DevicesImmunology

UPAAX Mutual Fund Top Holdings

UPAAX holdings top 10 positions. The top 10 holdings account for 74.5% of the fund, led by Fidelity Institutional Money Market - Treasury Portfolio - Class Iii at 20.6%, Taiwan Semiconductor - Adr at 10.6%, Himax Technologies Inc -sp Adr at 9.8%.

UPAAX portfolio concentration is relatively high, with the top 10 representing 74.5% of total assets. The largest sector exposure is Information Technology at 26.6%.

UPAAX sectors provide a detailed breakdown. UPAAX overlap shows how holdings compare to other funds in your portfolio.