Uma Financial Services, Inc. Portfolio Holdings by Sector

Uma Financial Services, Inc.

  • $648 Million
  • Q3 2025
Industry Value Buys Sells New Positions Closed Positions Options
ETFs | ETFs

IVV SPLG DYNF DFAI QUAL XLG IVW IVE 277 stocks

$528,322 81.96% of portfolio
  77  
  67  
  9  
 -
0 Calls
0 Puts
Consumer Electronics | Technology

AAPL SONY LPL 3 stocks

$20,224 3.14% of portfolio
  2  
 - - -
0 Calls
0 Puts
Semiconductors | Technology

NVDA AVGO AMD TSM QCOM TXN INTC ADI 30 stocks

$14,656 2.27% of portfolio
  20  
  4  
  3  
 -
0 Calls
0 Puts
Software—Infrastructure | Technology

MSFT PLTR ORCL ADBE VRSN PANW GDDY HOOD 33 stocks

$10,932 1.7% of portfolio
  20  
  6  
  5  
 -
0 Calls
0 Puts
Health Information Services | Healthcare

HQY TXG TDOC EVH PINC VEEV HCAT PGNY 8 stocks

$5,085 0.79% of portfolio
  2  
  2  
  1  
 -
0 Calls
0 Puts
Internet Content & Information | Communication Services

GOOGL META GOOG DASH SPOT BIDU YY SNAP 16 stocks

$4,552 0.71% of portfolio
  8  
  1  
  2  
 -
0 Calls
0 Puts
Internet Retail | Consumer Cyclical

AMZN MELI OSTK BABA EBAY CVNA PDD JD 13 stocks

$3,768 0.58% of portfolio
  7  
  3  
  1  
 -
0 Calls
0 Puts
Discount Stores | Consumer Defensive

COST WMT TGT DG DLTR BJ 6 stocks

$3,330 0.52% of portfolio
  3  
  3  
  1  
 -
0 Calls
0 Puts
Insurance—Diversified | Financial Services

BRK-B AIG HIG ACGL EQH ORI 6 stocks

$3,223 0.5% of portfolio
  5  
 -
  2  
 -
0 Calls
0 Puts
Auto Manufacturers | Consumer Cyclical

TSLA F RACE TM GM RIVN HMC NIO 10 stocks

$2,976 0.46% of portfolio
  7  
  3  
  1  
 -
0 Calls
0 Puts
Drug Manufacturers—General | Healthcare

JNJ LLY MRK PFE ABBV NVS AZN GILD 13 stocks

$2,619 0.41% of portfolio
  9  
  3  
 - -
0 Calls
0 Puts
Asset Management | Financial Services

PHYS GSBD BXSL JPC PSF BX PCM BTZ 43 stocks

$2,570 0.4% of portfolio
  22  
  5  
  6  
 -
0 Calls
0 Puts
Software—Application | Technology

NOW INTU ADSK SHOP CDNS CRM WDAY COIN 50 stocks

$2,387 0.37% of portfolio
  25  
  9  
  9  
 -
0 Calls
0 Puts
Credit Services | Financial Services

MA V AXP PYPL SYF COF IX ORCC 21 stocks

$2,137 0.33% of portfolio
  9  
  4  
  3  
 -
0 Calls
0 Puts
REIT—Industrial | Real Estate

EXR PLD PSA STAG COLD REXR CUBE EGP 10 stocks

$1,933 0.3% of portfolio
  9  
  1  
  4  
 -
0 Calls
0 Puts
Banks—Diversified | Financial Services

JPM WFC BAC C BBVA NU ING MUFG 17 stocks

$1,884 0.29% of portfolio
  8  
  2  
 - -
0 Calls
0 Puts
Railroads | Industrials

UNP CSX NSC CNI WAB 5 stocks

$1,713 0.27% of portfolio
  2  
  3  
 - -
0 Calls
0 Puts
Scientific & Technical Instruments | Technology

TDY TRMB GRMN CGNX MKSI FTV KEYS BMI 9 stocks

$1,619 0.25% of portfolio
  7  
 -
  1  
 -
0 Calls
0 Puts
Aerospace & Defense | Industrials

RTX HWM BA LHX GD LMT CW NOC 22 stocks

$1,459 0.23% of portfolio
  16  
  1  
  4  
 -
0 Calls
0 Puts
Utilities—Regulated Electric | Utilities

AEE DUK D ED SO NEE CMS IDA 28 stocks

$1,406 0.22% of portfolio
  25  
  1  
  8  
 -
0 Calls
0 Puts
Oil & Gas Midstream | Energy

EPD KMI TRP OKE PAA WMB PBA ET 16 stocks

$1,255 0.19% of portfolio
  5  
  1  
  1  
 -
0 Calls
0 Puts
Banks—Regional | Financial Services

ZION TFC PNC CATY HDB USB MTB RF 85 stocks

$1,242 0.19% of portfolio
  35  
  6  
  13  
 -
0 Calls
0 Puts
Beverages—Non-Alcoholic | Consumer Defensive

PEP KO MNST CCEP FIZZ KDP KOF 7 stocks

$1,227 0.19% of portfolio
  4  
  2  
  1  
 -
0 Calls
0 Puts
Healthcare Plans | Healthcare

CI UNH CVS ELV HUM MOH CNC ALHC 8 stocks

$1,150 0.18% of portfolio
  7  
  1  
 - -
0 Calls
0 Puts
Restaurants | Consumer Cyclical

MCD SBUX YUM YUMC DPZ CAKE CMG DRI 12 stocks

$1,093 0.17% of portfolio
  7  
  1  
  1  
 -
0 Calls
0 Puts
Household & Personal Products | Consumer Defensive

PG KMB UL HIMS CL CLX NUS EWCZ 10 stocks

$1,059 0.16% of portfolio
  5  
  3  
 - -
0 Calls
0 Puts
Oil & Gas Integrated | Energy

CVX XOM SHEL BP TTE NFG SU E 10 stocks

$923 0.14% of portfolio
  6  
  1  
 - -
0 Calls
0 Puts
Medical Devices | Healthcare

SYK MDT ABT BSX DXCM SNN EW PODD 22 stocks

$834 0.13% of portfolio
  12  
  3  
  5  
 -
0 Calls
0 Puts
Specialty Industrial Machinery | Industrials

GE ETN PH EMR OTIS ROP JBT ROK 30 stocks

$788 0.12% of portfolio
  24  
  1  
  6  
 -
0 Calls
0 Puts
Home Improvement Retail | Consumer Cyclical

HD LOW HVT 3 stocks

$749 0.12% of portfolio
  2  
  1  
  1  
 -
0 Calls
0 Puts
Gold | Basic Materials

WPM RGLD FNV AEM SA NEM CDE SBSW 16 stocks

$736 0.11% of portfolio
  6  
  3  
  2  
 -
0 Calls
0 Puts
Medical Instruments & Supplies | Healthcare

ISRG BDX ALC RMD WST AZTA HOLX UTMD 11 stocks

$720 0.11% of portfolio
  8  
  2  
  1  
 -
0 Calls
0 Puts
Semiconductor Equipment & Materials | Technology

AMAT ASML KLAC TER INDI IPGP UCTT NVMI 11 stocks

$667 0.1% of portfolio
  9  
 -
  5  
 -
0 Calls
0 Puts
Entertainment | Communication Services

NFLX DIS FOXA WBD NWSA WMG IQ NXST 12 stocks

$665 0.1% of portfolio
  8  
  2  
  4  
 -
0 Calls
0 Puts
Diagnostics & Research | Healthcare

TMO DHR IDXX A IQV WAT MYGN MTD 20 stocks

$531 0.08% of portfolio
  12  
  2  
  4  
 -
0 Calls
0 Puts
Telecom Services | Communication Services

T CMCSA VZ CHT TMUS CHTR TU SKM 22 stocks

$510 0.08% of portfolio
  11  
  3  
 - -
0 Calls
0 Puts
Travel Services | Consumer Cyclical

BKNG RCL TCOM CCL ABNB NCLH EXPE MMYT 8 stocks

$503 0.08% of portfolio
  5  
  1  
  1  
 -
0 Calls
0 Puts
Mortgage Finance | Financial Services

SNFCA COOP RKT PFSI ECPG 5 stocks

$488 0.08% of portfolio
  3  
  1  
 - -
0 Calls
0 Puts
Conglomerates | Industrials

MMM HON MDU VMI 4 stocks

$483 0.07% of portfolio
  4  
 -
  1  
 -
0 Calls
0 Puts
Oil & Gas E&P | Energy

COP FANG DVN MUR EOG OXY APA SM 29 stocks

$481 0.07% of portfolio
  16  
  1  
  4  
 -
0 Calls
0 Puts
Biotechnology | Healthcare

VRTX REGN MRNA NVO ALNY KOD ARGX CVAC 69 stocks

$453 0.07% of portfolio
  23  
  13  
  11  
 -
0 Calls
0 Puts
Farm & Heavy Construction Machinery | Industrials

CAT DE TEX CMCO OSK AGCO ASTE CNHI 11 stocks

$437 0.07% of portfolio
  4  
  1  
 - -
0 Calls
0 Puts
Airlines | Industrials

DAL SKYW UAL RYAAY LUV AAL SNCY ALK 8 stocks

$431 0.07% of portfolio
  4  
 -
  2  
 -
0 Calls
0 Puts
Information Technology Services | Technology

IBM FISV ACN FIS JKHY IT CTSH INFY 23 stocks

$418 0.06% of portfolio
  14  
  4  
  5  
 -
0 Calls
0 Puts
Capital Markets | Financial Services

GS MS SCHW HLI RJF EVR TW IBKR 17 stocks

$412 0.06% of portfolio
  11  
 -
  3  
 -
0 Calls
0 Puts
Financial Data & Stock Exchanges | Financial Services

SPGI MCO ICE NDAQ CBOE CME MSCI FDS 9 stocks

$412 0.06% of portfolio
  9  
 -
  2  
 -
0 Calls
0 Puts
Specialty Chemicals | Basic Materials

SHW ECL SQM APD ALB ASH DD PPG 21 stocks

$412 0.06% of portfolio
  15  
  3  
  6  
 -
0 Calls
0 Puts
Apparel Retail | Consumer Cyclical

TJX LULU ROST ANF BOOT URBN 6 stocks

$393 0.06% of portfolio
  4  
 - - -
0 Calls
0 Puts
Insurance—Property & Casualty | Financial Services

CB ALL TRV PGR WRB KMPR RLI CINF 19 stocks

$383 0.06% of portfolio
  10  
  5  
  3  
 -
0 Calls
0 Puts
Specialty Retail | Consumer Cyclical

AZO ORLY ASO ULTA BBY TSCO GPC DKS 15 stocks

$383 0.06% of portfolio
  10  
  1  
  3  
 -
0 Calls
0 Puts
Electronic Components | Technology

APH JBL GLW LFUS FN OSIS TTMI FLEX 9 stocks

$341 0.05% of portfolio
  3  
  1  
  1  
 -
0 Calls
0 Puts
Utilities—Diversified | Utilities

NWE SRE BKH AES AVA ELP HE UTL 9 stocks

$314 0.05% of portfolio
  5  
 -
  2  
 -
0 Calls
0 Puts
Engineering & Construction | Industrials

EME ROAD DY APG PWR FIX GVA BLD 15 stocks

$312 0.05% of portfolio
  6  
  2  
  1  
 -
0 Calls
0 Puts
REIT—Diversified | Real Estate

WPC VICI AHH BNL GNL 5 stocks

$282 0.04% of portfolio
  4  
 -
  1  
 -
0 Calls
0 Puts
Communication Equipment | Technology

CSCO HPE MSI CRDO NTGR COMM CIEN AVNW 18 stocks

$273 0.04% of portfolio
  8  
  2  
  2  
 -
0 Calls
0 Puts
Electronic Gaming & Multimedia | Communication Services

EA RBLX TTWO BILI GRVY NTES 6 stocks

$251 0.04% of portfolio
  5  
 - - -
0 Calls
0 Puts
REIT—Specialty | Real Estate

DLR WY AMT EQIX LAMR SBAC IRM HASI 12 stocks

$244 0.04% of portfolio
  9  
  2  
  1  
 -
0 Calls
0 Puts
Chemicals | Basic Materials

HUN DOW GPRE ASIX TROX 5 stocks

$240 0.04% of portfolio
  2  
 - - -
0 Calls
0 Puts
Lodging | Consumer Cyclical

MAR HLT CHH HTHT IHG WH 6 stocks

$234 0.04% of portfolio
  4  
  1  
  2  
 -
0 Calls
0 Puts
Closed-End Fund - Equity | ETFs

IYR VTI IXJ 3 stocks

$233 0.04% of portfolio
  1  
 - - -
0 Calls
0 Puts
Insurance—Life | Financial Services

MET AFL MFC PRU PRI LNC CNO BHF 12 stocks

$232 0.04% of portfolio
  5  
 - - -
0 Calls
0 Puts
Waste Management | Industrials

WM RSG CLH CWST WCN 5 stocks

$225 0.03% of portfolio
  3  
  1  
 - -
0 Calls
0 Puts
Drug Manufacturers—Specialty & Generic | Healthcare

ZTS NBIX JUPW RDY TEVA VTRS HLN IRWD 19 stocks

$204 0.03% of portfolio
  7  
  3  
  3  
 -
0 Calls
0 Puts
Medical Distribution | Healthcare

HSIC MCK ABC CAH 4 stocks

$201 0.03% of portfolio
  4  
 - - -
0 Calls
0 Puts
Oil & Gas Refining & Marketing | Energy

PSX MPC VVV VLO PARR DK DINO PBF 10 stocks

$198 0.03% of portfolio
  3  
  1  
  1  
 -
0 Calls
0 Puts
REIT—Residential | Real Estate

EQR MAA ESS AVB SUI UDR CLPR ELS 15 stocks

$186 0.03% of portfolio
  13  
  1  
  5  
 -
0 Calls
0 Puts
Rental & Leasing Services | Industrials

URI PRG RCII AER HRI CAR HTZ WSC 8 stocks

$174 0.03% of portfolio
  2  
  1  
 - -
0 Calls
0 Puts
REIT—Healthcare Facilities | Real Estate

WELL SBRA VTR LTC CTRE DHC MPW OHI 9 stocks

$174 0.03% of portfolio
  7  
 -
  1  
 -
0 Calls
0 Puts
Medical Care Facilities | Healthcare

HCA DVA MD SEM FMS THC ACHC UHS 18 stocks

$161 0.02% of portfolio
  6  
  6  
  2  
 -
0 Calls
0 Puts
Computer Hardware | Technology

WDC STX DELL HPQ NTAP QBTS IONQ RGTI 10 stocks

$158 0.02% of portfolio
  10  
 -
  1  
 -
0 Calls
0 Puts
REIT—Retail | Real Estate

O KIM SPG ADC NNN REG BRX AKR 12 stocks

$143 0.02% of portfolio
  10  
  2  
  2  
 -
0 Calls
0 Puts
Packaged Foods | Consumer Defensive

GIS CPB K KHC LFVN CAG MKC FLO 16 stocks

$139 0.02% of portfolio
  9  
  5  
  3  
 -
0 Calls
0 Puts
Auto & Truck Dealerships | Consumer Cyclical

CPRT GPI RUSHA PAG CWH SAH AN KAR 8 stocks

$138 0.02% of portfolio
  1  
  1  
 - -
0 Calls
0 Puts
Closed-End Fund - Foreign | ETFs

EEM 1 stocks

$137 0.02% of portfolio
-
  1  
 - -
0 Calls
0 Puts
Insurance Brokers | Financial Services

MMC AJG AON BRO WTW 5 stocks

$135 0.02% of portfolio
  5  
 -
  1  
 -
0 Calls
0 Puts
Residential Construction | Consumer Cyclical

DHI TOL LEN NVR PHM TMHC CCS TPH 9 stocks

$128 0.02% of portfolio
  5  
 -
  2  
 -
0 Calls
0 Puts
Oil & Gas Equipment & Services | Energy

SLB HAL BKR NOV OIS TS TTI WFRD 13 stocks

$126 0.02% of portfolio
  8  
  1  
  2  
 -
0 Calls
0 Puts
Integrated Freight & Logistics | Industrials

FDX UPS EXPD LSTR ZTO CHRW HUBG JBHT 8 stocks

$117 0.02% of portfolio
  6  
 - - -
0 Calls
0 Puts
Specialty Business Services | Industrials

CTAS GPN UNF MMS DLB RTO 6 stocks

$106 0.02% of portfolio
  4  
 -
  1  
 -
0 Calls
0 Puts
Building Products & Equipment | Industrials

JCI AWI CARR TT FBHS JELD LII APOG 12 stocks

$94 0.01% of portfolio
  8  
 -
  4  
 -
0 Calls
0 Puts
Food Distribution | Consumer Defensive

SYY USFD PFGC 3 stocks

$92 0.01% of portfolio
  3  
 -
  2  
 -
0 Calls
0 Puts
Utilities—Regulated Gas | Utilities

SR NI ATO OGS UGI 5 stocks

$89 0.01% of portfolio
  4  
 -
  2  
 -
0 Calls
0 Puts
Auto Parts | Consumer Cyclical

ALV BWA GNTX LEA SRI VC ADNT HLLY 10 stocks

$87 0.01% of portfolio
  6  
 -
  1  
 -
0 Calls
0 Puts
Copper | Basic Materials

SCCO FCX IE 3 stocks

$85 0.01% of portfolio
  2  
 - - -
0 Calls
0 Puts
Consulting Services | Industrials

TRU VRSK FC EFX BAH EXPO ICFI 7 stocks

$81 0.01% of portfolio
  3  
  2  
  1  
 -
0 Calls
0 Puts
Real Estate Services | Real Estate

CBRE CSGP FRPH JLL BEKE RMR 6 stocks

$78 0.01% of portfolio
  5  
  1  
  3  
 -
0 Calls
0 Puts
Insurance—Specialty | Financial Services

MTG FNF AGO ESNT RDN AIZ JRVR NMIH 8 stocks

$74 0.01% of portfolio
  4  
 -
  1  
 -
0 Calls
0 Puts
Tobacco | Consumer Defensive

MO PM BTI 3 stocks

$73 0.01% of portfolio
  2  
 - - -
0 Calls
0 Puts
Industrial Distribution | Industrials

WSO SITE FAST GWW MSM AIT WCC 7 stocks

$67 0.01% of portfolio
  7  
 -
  2  
 -
0 Calls
0 Puts
Utilities—Renewable | Utilities

CEG RNW NEP AQN CWEN 5 stocks

$63 0.01% of portfolio
  3  
 -
  1  
 -
0 Calls
0 Puts
Confectioners | Consumer Defensive

MDLZ HSY 2 stocks

$57 0.01% of portfolio
  2  
 - - -
0 Calls
0 Puts
Utilities—Regulated Water | Utilities

SBS WTRG AWK AWR YORW 5 stocks

$54 0.01% of portfolio
  2  
  3  
  1  
 -
0 Calls
0 Puts
Agricultural Inputs | Basic Materials

CTVA ICL MOS CF FMC NTR IPI 7 stocks

$53 0.01% of portfolio
  3  
  1  
 - -
0 Calls
0 Puts
Utilities—Independent Power Producers | Utilities

VST NRG PAM 3 stocks

$41 0.01% of portfolio
  2  
 - - -
0 Calls
0 Puts
Staffing & Employment Services | Industrials

ADP PAYX KFRC RHI NSP MAN TNET 7 stocks

$40 0.01% of portfolio
  5  
  1  
  1  
 -
0 Calls
0 Puts
Grocery Stores | Consumer Defensive

KR ACI GO SFM IMKTA 5 stocks

$38 0.01% of portfolio
  4  
  1  
  1  
 -
0 Calls
0 Puts
Lumber & Wood Production | Basic Materials

WFG UFPI 2 stocks

$37 0.01% of portfolio
  2  
 -
  1  
 -
0 Calls
0 Puts
REIT—Office | Real Estate

ARE HIW PSTL KRC SLG CUZ CIO OFC 15 stocks

$36 0.01% of portfolio
  6  
  1  
  3  
 -
0 Calls
0 Puts
Metal Fabrication | Industrials

ATI CRS MLI PRLB WOR 5 stocks

$35 0.01% of portfolio
  1  
  1  
 - -
0 Calls
0 Puts
Electrical Equipment & Parts | Industrials

VRT HUBB NVT BE AEIS KE AYI ENS 8 stocks

$35 0.01% of portfolio
  6  
 -
  2  
 -
0 Calls
0 Puts
Packaging & Containers | Consumer Cyclical

AMCR IP BALL PKG REYN GPK SEE 7 stocks

$32 0.0% of portfolio
  3  
  1  
  2  
 -
0 Calls
0 Puts
Pollution & Treatment Controls | Industrials

FSS 1 stocks

$32 0.0% of portfolio
-
  1  
 - -
0 Calls
0 Puts
Tools & Accessories | Industrials

ROLL SNA SWK KMT TKR TTC LECO 7 stocks

$31 0.0% of portfolio
  4  
  1  
  3  
 -
0 Calls
0 Puts
Beverages—Brewers | Consumer Defensive

FMX BUD ABEV SAM CCU TAP 6 stocks

$30 0.0% of portfolio
  5  
  1  
  1  
 -
0 Calls
0 Puts
Other Industrial Metals & Mining | Basic Materials

BHP TECK VALE RIO 4 stocks

$27 0.0% of portfolio
  3  
  1  
 - -
0 Calls
0 Puts
Publishing | Communication Services

RELX NYT PSO 3 stocks

$26 0.0% of portfolio
  2  
  1  
  2  
 -
0 Calls
0 Puts
Building Materials | Basic Materials

VMC MLM EXP CX CRH.L 5 stocks

$25 0.0% of portfolio
  5  
 -
  2  
 -
0 Calls
0 Puts
Aluminum | Basic Materials

AA CENX 2 stocks

$23 0.0% of portfolio
  1  
 - - -
0 Calls
0 Puts
Personal Services | Consumer Cyclical

ROL SCI 2 stocks

$23 0.0% of portfolio
  2  
 -
  1  
 -
0 Calls
0 Puts
Security & Protection Services | Industrials

NSSC ADT ALLE BCO REZI 5 stocks

$19 0.0% of portfolio
  2  
 -
  2  
 -
0 Calls
0 Puts
Other Precious Metals & Mining | Basic Materials

EXK PPTA BVN 3 stocks

$17 0.0% of portfolio
  1  
 - - -
0 Calls
0 Puts
Oil & Gas Drilling | Energy

HP NBR PDS RIG BORR SDRL 6 stocks

$14 0.0% of portfolio
  2  
  2  
  1  
 -
0 Calls
0 Puts
Steel | Basic Materials

STLD PKX NUE RS CMC 5 stocks

$14 0.0% of portfolio
  4  
 -
  1  
 -
0 Calls
0 Puts
Recreational Vehicles | Consumer Cyclical

THO PII BC HOG WGO 5 stocks

$13 0.0% of portfolio
  1  
 - - -
0 Calls
0 Puts
Beverages—Wineries & Distilleries | Consumer Defensive

STZ DEO 2 stocks

$12 0.0% of portfolio
  1  
  1  
  1  
 -
0 Calls
0 Puts
Footwear & Accessories | Consumer Cyclical

NKE SHOO DECK 3 stocks

$12 0.0% of portfolio
-
  2  
 - -
0 Calls
0 Puts
Airports & Air Services | Industrials

JOBY 1 stocks

$12 0.0% of portfolio
  1  
 - - -
0 Calls
0 Puts
Trucking | Industrials

ODFL SAIA ARCB KNX SNDR WERN ULH 7 stocks

$11 0.0% of portfolio
  5  
 -
  1  
 -
0 Calls
0 Puts
Uranium | Energy

CCJ UEC DNN NXE 4 stocks

$10 0.0% of portfolio
  1  
 - - -
0 Calls
0 Puts
Farm Products | Consumer Defensive

ADM LND TSN FDP 4 stocks

$10 0.0% of portfolio
  2  
  1  
  1  
 -
0 Calls
0 Puts
Insurance—Reinsurance | Financial Services

RNR RE RGA 3 stocks

$10 0.0% of portfolio
  3  
 -
  1  
 -
0 Calls
0 Puts
Solar | Technology

FSLR RUN 2 stocks

$6 0.0% of portfolio
  1  
 -
  1  
 -
0 Calls
0 Puts
Coking Coal | Basic Materials

AREC 1 stocks

$6 0.0% of portfolio
- - - -
0 Calls
0 Puts
Education & Training Services | Consumer Defensive

LOPE GHC LAUR 3 stocks

$6 0.0% of portfolio
  2  
 -
  1  
 -
0 Calls
0 Puts
Resorts & Casinos | Consumer Cyclical

MGM BYD VAC MCRI GDEN 5 stocks

$5 0.0% of portfolio
  3  
  1  
  2  
 -
0 Calls
0 Puts
Apparel Manufacturing | Consumer Cyclical

GIL KTB PVH RL UA 5 stocks

$5 0.0% of portfolio
  2  
 -
  2  
 -
0 Calls
0 Puts
Textile Manufacturing | Consumer Cyclical

AIN 1 stocks

$5 0.0% of portfolio
- - - -
0 Calls
0 Puts
Marine Shipping | Industrials

DAC CMRE SB GSL KEX 5 stocks

$4 0.0% of portfolio
  2  
  1  
  1  
 -
0 Calls
0 Puts
Thermal Coal | Energy

BTU HNRG 2 stocks

$4 0.0% of portfolio
- - - -
0 Calls
0 Puts
REIT—Mortgage | Real Estate

STWD DX NREF 3 stocks

$3 0.0% of portfolio
  2  
 - - -
0 Calls
0 Puts
Advertising Agencies | Communication Services

IPG OMC WPP 3 stocks

$3 0.0% of portfolio
  2  
  1  
  1  
 -
0 Calls
0 Puts
Business Equipment & Supplies | Industrials

AVY ACCO 2 stocks

$2 0.0% of portfolio
  1  
 - - -
0 Calls
0 Puts
Electronics & Computer Distribution | Technology

AVT SNX 2 stocks

$2 0.0% of portfolio
  2  
 -
  2  
 -
0 Calls
0 Puts
REIT—Hotel & Motel | Real Estate

HST SVC PEB 3 stocks

$2 0.0% of portfolio
  1  
 -
  1  
 -
0 Calls
0 Puts
Department Stores | Consumer Cyclical

DDS 1 stocks

$2 0.0% of portfolio
  1  
 - - -
0 Calls
0 Puts
Gambling | Consumer Cyclical

DKNG RSI 2 stocks

$2 0.0% of portfolio
  1  
 - - -
0 Calls
0 Puts
Paper & Paper Products | Basic Materials

MATV 1 stocks

$1 0.0% of portfolio
- - - -
0 Calls
0 Puts
Broadcasting | Communication Services

CURI 1 stocks

$1 0.0% of portfolio
- - - -
0 Calls
0 Puts
Furnishings, Fixtures & Appliances | Consumer Cyclical

WHR ETD MHK 3 stocks

$1 0.0% of portfolio
  2  
 -
  2  
 -
0 Calls
0 Puts
Luxury Goods | Consumer Cyclical

SIG TPR 2 stocks

$1 0.0% of portfolio
  1  
 -
  1  
 -
0 Calls
0 Puts
Closed-End Fund - Equity | Financial

ZTR 1 stocks

$1 0.0% of portfolio
- - - -
0 Calls
0 Puts
Leisure | Consumer Cyclical

MAT PTON YETI 3 stocks

$0 0.0% of portfolio
  1  
 -
  1  
 -
0 Calls
0 Puts
Financial Conglomerates | Financial Services

VOYA 1 stocks

$0 0.0% of portfolio
  1  
 -
  1  
 -
0 Calls
0 Puts
Shell Companies | Financial Services

ALCC 1 stocks

$0 0.0% of portfolio
  1  
 - - -
0 Calls
0 Puts
Track This Portfolio

Track Uma Financial Services, Inc. Portfolio

Follow Uma Financial Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Uma Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Uma Financial Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email