Upright Assets Allocation Plus Fund

Upright Assets Allocation Plus Fund is a registered fund series of UPRIGHT INVESTMENTS TRUST (series S000057858). Net assets $3.2M as of 2026-03-31.

Profile

Advisers

Top holdings (34 reported)

Showing 15 of 34 holdings by value.

HoldingTickerValue% of fund
Fidelity Institutional Cash Portfolios$660K2063.00%
Taiwan Semiconductor Manufacturing Co., Ltd.$338K1057.00%
Himax Technologies, Inc.$315K985.00%
Direxion Shares ETF Trust$277K867.00%
Direxion Shares ETF Trust$168K526.00%
ProShares Trust$167K521.00%
Direxion Shares ETF Trust$130K408.00%
Direxion Shares ETF Trust$110K345.00%
AbbVie, Inc.$109K340.00%
ASE Technology Holding Co. Ltd.$108K339.00%
Silicon Motion Technology Corp.$90K281.00%
Direxion Shares ETF Trust$78K244.00%
Global X Funds$74K233.00%
iShares Trust$71K222.00%
Teva Pharmaceutical Industries Ltd.$60K188.00%

Net asset history

Report dateNet assets
2026-03-31$3.2M
2025-12-31$3.1M
2025-09-30$3.0M
2025-06-30$2.6M
2024-12-31$2.5M
2024-09-30$2.3M
2024-06-30$2.4M
2024-03-31$2.3M

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