UUPSX Mutual Fund

NAV$71.89
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Sector Concentration Analysis

Top 3 Sectors
••.•%
of total portfolio
Concentration Level
••••
concentration risk
Largest Sector
••.•%
••••••••

Sector Allocation

Sector Breakdown

SectorHoldingsWeight
••••••••
7530.00%
••••••••
6520.00%
••••••••
6018.00%
••••••••
5015.00%
••••••••
4512.00%

Industry Breakdown

Top 15 industries by allocation

UUPSX Mutual Fund Sector Allocation

UUPSX sector allocation breaks down across Consumer Discretionary (25.4%), Information Technology (21.9%), Financials (19.0%), Other (14.7%), Communication Services (5.6%). Across 59 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

UUPSX sector exposure is important for understanding concentration risk. The fund shows reasonable diversification across sectors.

UUPSX geographic allocation shows country exposure. UUPSX overlap calculator reveals how sector exposure compares with other funds.