Upright Assets Allocation Plus Fund

Fund Profile

Fund profile

Fund manager

Upright Investments Trust

Total assets

$2.41 mm

Liabilities

$61.08 k

Net assets

$2.34 mm

Number of holdings

35.00

35 Holdings

As of Sep 2024

Security	$Holding	Balance	% of Fund	Category	Position	Country
Direxion Daily S&P 500 Bull 3X Shares	245.93 k	1.50 k shares	10.49	Common equity	Long	USA
HIMX Himax Technologies, Inc.	220.00 k	40.00 k shares	9.38	Common equity	Long	China
Direxion Shares ETF Trust	186.30 k	10.00 k shares	7.95	Common equity	Long	USA
TSM Taiwan Semiconductor Manufacturing Company Limited	173.67 k	1.00 k shares	7.41	Common equity	Long	China
ProShares UltraPro QQQ ETF	144.98 k	2.00 k shares	6.18	Common equity	Long	USA
Direxion Financial Bull 3X Shares	142.77 k	1.10 k shares	6.09	Common equity	Long	USA
SIMO Silicon Motion Technology Corporation	121.48 k	2.00 k shares	5.18	Common equity	Long	China
Direxion Small Cap Bull 3X Shares	110.85 k	2.50 k shares	4.73	Common equity	Long	USA
Direxion Daily Semiconductor Bull 3X Shares	110.04 k	3.00 k shares	4.69	Common equity	Long	USA
ABBV AbbVie Inc.	98.74 k	500.00 shares	4.21	Common equity	Long	USA
ASE Technology Holding Co. Ltd. ADR	97.60 k	10.00 k shares	4.16	Common equity	Long	China
Morgan Stanley Institutional Liquidity Fund Government Portfolio	86.75 k	86.75 k shares	3.70	Short-term investment vehicle	Long	USA
Direxion Daily Pharmaceutical & Medical Bull 3X Shares ETF	82.43 k	1.50 k shares	3.52	Common equity	Long	USA
Victory Portfolios II	54.26 k	800.00 shares	2.31	Common equity	Long	USA
iShares MSCI Taiwan ETF	53.87 k	1.00 k shares	2.30	Common equity	Long	USA
Krane Shares Trust	47.63 k	1.40 k shares	2.03	Common equity	Long	USA
Global X Funds	43.59 k	1.00 k shares	1.86	Common equity	Long	USA
Direxion Daily 20+ Year Treasury Bull 3X Shares	43.32 k	750.00 shares	1.85	Common equity	Long	USA
Direxion Daily MSCI India Bull 2x Shares	37.70 k	500.00 shares	1.61	Common equity	Long	USA
Teva Pharmaceutical Industries Ltd.	36.04 k	2.00 k shares	1.54	Common equity	Long	Israel
VT Vanguard Total World Stock Index Fund	33.49 k	700.00 shares	1.43	Common equity	Long	USA
Direxion Daily Energy Bull 2X Shares	32.62 k	550.00 shares	1.39	Common equity	Long	USA
Direxion Daily Real Estate Bull 3X Shares	26.74 k	2.00 k shares	1.14	Common equity	Long	USA
Fidelity Institutional Money Market - Treasury Portfolio - Class Iii	25.85 k	25.85 k shares	1.10	Short-term investment vehicle	Long	USA
VanEck Vectors Vietnam ETF	25.56 k	2.00 k shares	1.09	Common equity	Long	USA
VBK Vanguard Small Cap Growth Index Fund	19.48 k	200.00 shares	0.83	Common equity	Long	USA
VTRS Viatris Inc.	17.42 k	1.50 k shares	0.74	Common equity	Long	USA
iShares Russell Mid-Cap Value ETF	13.23 k	100.00 shares	0.56	Common equity	Long	USA
VT Vanguard Total World Stock Index Fund	12.60 k	100.00 shares	0.54	Common equity	Long	USA
BlackRock Fund Advisors	11.51 k	200.00 shares	0.49	Common equity	Long	USA
PLUG Plug Power Inc.	11.30 k	5.00 k shares	0.48	Common equity	Long	USA
BIDU Baidu, Inc.	10.53 k	100.00 shares	0.45	Common equity	Long	Cayman Islands
iShares MSCI China ETF	10.18 k	200.00 shares	0.43	Common equity	Long	USA
Direxion Daily MSCI Emerging Markets Bull 3X Shares	7.59 k	200.00 shares	0.32	Common equity	Long	USA
Direxion Daily MSCI Brazil Bull 2X Shares	5.93 k	85.00 shares	0.25	Common equity	Long	USA