BLUEPRINT ADAPTIVE GROWTH ALLOCATION FUND

BLUEPRINT ADAPTIVE GROWTH ALLOCATION FUND is a registered fund series of Ultimus Managers Trust (series S000068289). Net assets $266.0M as of 2026-05-31.

Profile

Advisers

Top holdings (200 reported)

Showing 15 of 200 holdings by value.

HoldingTickerValue% of fund
NVIDIA CORP$15.9M596.92%
APPLE INC$15.0M562.44%
DIREXION SHARES ETF TRUST$8.6M323.84%
ISHARES INC$7.9M295.98%
AMAZON.COM INC$7.0M263.31%
ALPHABET INC$6.4M238.80%
ISHARES GOLD TRUST$6.1M230.50%
BROADCOM INC$5.3M199.99%
ALPHABET INC$5.1M190.29%
DBX ETF TRUST$3.9M145.18%
ISHARES INC$3.6M137.02%
MICRON TECHNOLOGY INC$3.4M127.45%
ETF SERIES SOLUTIONS$3.3M122.83%
TESLA INC$3.0M113.66%
EXXON MOBIL CORP$2.6M97.75%

Net asset history

Report dateNet assets
2026-05-31$266.0M
2026-02-28$233.7M
2025-11-30$215.3M
2025-08-31$190.6M
2025-05-31$179.2M
2025-02-28$184.2M
2024-11-30$179.4M
2024-08-31$164.5M

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