Upright Assets Allocation Plus Fund

Fund Profile

Fund profile

Fund manager

Upright Investments Trust

Total assets

$2.55 mm

Liabilities

$74.22 k

Net assets

$2.48 mm

Number of holdings

35.00

35 Holdings

As of Dec 2024

Security	$Holding	Balance	% of Fund	Category	Position	Country
HIMX Himax Technologies, Inc.	321.60 k	40.00 k shares	12.97	Common equity	Long	China
Direxion Shares ETF Trust	268.00 k	10.00 k shares	10.81	Common equity	Long	USA
Direxion Daily S&P 500 Bull 3X Shares	253.05 k	1.50 k shares	10.21	Common equity	Long	USA
TSM Taiwan Semiconductor Manufacturing Company Limited	197.49 k	1.00 k shares	7.97	Common equity	Long	China
Direxion Financial Bull 3X Shares	166.08 k	1.10 k shares	6.70	Common equity	Long	USA
ProShares UltraPro QQQ ETF	158.26 k	2.00 k shares	6.38	Common equity	Long	USA
SIMO Silicon Motion Technology Corporation	108.10 k	2.00 k shares	4.36	Common equity	Long	China
Direxion Small Cap Bull 3X Shares	104.70 k	2.50 k shares	4.22	Common equity	Long	USA
Ase Technology Holding Co. Ltd. ADR	100.70 k	10.00 k shares	4.06	Common equity	Long	China
ABBV AbbVie Inc.	88.85 k	500.00 shares	3.58	Common equity	Long	USA
Direxion Daily Semiconductor Bull 3X Shares	84.66 k	3.10 k shares	3.41	Common equity	Long	USA
Direxion Daily Pharmaceutical & Medical Bull 3X Shares ETF	79.19 k	1.50 k shares	3.19	Common equity	Long	USA
Morgan Stanley Institutional Liquidity Fund Government Portfolio	77.93 k	77.93 k shares	3.14	Short-term investment vehicle	Long	USA
VictoryShares US Large Cap High Dividend Volatility Wtd Index ETF	52.26 k	800.00 shares	2.11	Common equity	Long	USA
TUR iShares MSCI Turkey ETF	51.76 k	1.00 k shares	2.09	Common equity	Long	USA
Teva Pharmaceutical Industries Ltd.	44.08 k	2.00 k shares	1.78	Common equity	Long	Israel
Fidelity Institutional Money Market - Treasury Portfolio - Class Iii	41.15 k	41.15 k shares	1.66	Short-term investment vehicle	Long	USA
Krane Shares Trust	40.94 k	1.40 k shares	1.65	Common equity	Long	USA
Global X Management CO LLC	40.78 k	1.00 k shares	1.64	Common equity	Long	USA
Direxion Daily Energy Bull 2X Shares	30.64 k	550.00 shares	1.24	Common equity	Long	USA
VT Vanguard Total World Stock Index I	30.83 k	700.00 shares	1.24	Common equity	Long	USA
Direxion Daily 20+ Year Treasury Bull 3X Shares	29.98 k	750.00 shares	1.21	Common equity	Long	USA
Direxion Daily MSCI India Bull 2x Shares	29.79 k	500.00 shares	1.20	Common equity	Long	USA
SMH VanEck Semiconductor ETF	22.96 k	2.00 k shares	0.93	Common equity	Long	USA
Direxion Daily Real Estate Bull 3X Shares	19.68 k	2.00 k shares	0.79	Common equity	Long	USA
VTRS Viatris Inc.	18.68 k	1.50 k shares	0.75	Common equity	Long	USA
VMGMX Vanguard Mid-Cap Growth Index Fund	17.82 k	200.00 shares	0.72	Common equity	Long	USA
iShares Russell Mid-Cap Value ETF	12.93 k	100.00 shares	0.52	Common equity	Long	USA
VT Vanguard Total World Stock Index I	11.45 k	100.00 shares	0.46	Common equity	Long	USA
PLUG Plug Power Inc.	10.65 k	5.00 k shares	0.43	Common equity	Long	USA
BlackRock Fund Advisors	10.49 k	200.00 shares	0.42	Common equity	Long	USA
iShares MSCI China ETF	9.37 k	200.00 shares	0.38	Common equity	Long	USA
Baidu, Inc.	8.43 k	100.00 shares	0.34	Common equity	Long	Cayman Islands
Direxion Daily MSCI Emerging Markets Bull 3X Shares	5.75 k	200.00 shares	0.23	Common equity	Long	USA
Direxion Daily MSCI Brazil Bull 2X Shares	3.52 k	85.00 shares	0.14	Common equity	Long	USA