# 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

- Series ID: S000057858
- Registrant: UPRIGHT INVESTMENTS TRUST
- LEI: 549300RMW5KBVEH8FE80
- Net assets: $3.2M
- Total assets: $3.2M
- As of: 2026-03-31

## Advisers

- [Upright Financial Corporation (Advisor)](https://search.stillhousedata.com/firm/107303)

## Top holdings (34 reported)

_Showing 15 of 34 holdings by value._

| Holding | Ticker | Value | % of fund |
| --- | --- | --- | --- |
| [Fidelity Institutional Cash Portfolios](https://search.stillhousedata.com/security/316175884) | — | $660K | 2063.00% |
| [Taiwan Semiconductor Manufacturing Co., Ltd.](https://search.stillhousedata.com/security/874039100) | — | $338K | 1057.00% |
| [Himax Technologies, Inc.](https://search.stillhousedata.com/security/43289P106) | — | $315K | 985.00% |
| [Direxion Shares ETF Trust](https://search.stillhousedata.com/security/25459W862) | — | $277K | 867.00% |
| [Direxion Shares ETF Trust](https://search.stillhousedata.com/security/25460E364) | — | $168K | 526.00% |
| [ProShares Trust](https://search.stillhousedata.com/security/74347X831) | — | $167K | 521.00% |
| [Direxion Shares ETF Trust](https://search.stillhousedata.com/security/25459Y694) | — | $130K | 408.00% |
| [Direxion Shares ETF Trust](https://search.stillhousedata.com/security/25459W847) | — | $110K | 345.00% |
| [AbbVie, Inc.](https://search.stillhousedata.com/security/00287Y109) | — | $109K | 340.00% |
| [ASE Technology Holding Co. Ltd.](https://search.stillhousedata.com/security/00215W100) | — | $108K | 339.00% |
| [Silicon Motion Technology Corp.](https://search.stillhousedata.com/security/82706C108) | — | $90K | 281.00% |
| [Direxion Shares ETF Trust](https://search.stillhousedata.com/security/25459W730) | — | $78K | 244.00% |
| [Global X Funds](https://search.stillhousedata.com/security/37954Y855) | — | $74K | 233.00% |
| [iShares Trust](https://search.stillhousedata.com/security/46434G772) | — | $71K | 222.00% |
| [Teva Pharmaceutical Industries Ltd.](https://search.stillhousedata.com/security/881624209) | — | $60K | 188.00% |

## Net asset history

| Report date | Net 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 |

## More

- [Registrant: UPRIGHT INVESTMENTS TRUST](https://search.stillhousedata.com/registrant/1058587)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/fund/S000057858.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.