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UFPG

United Financial Planning Group Portfolio holdings

AUM $169M
This Fund
S&P 500
This Quarter Est. Return
+8.33%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$159M
AUM Growth
–
Cap. Flow
+$176M
Cap. Flow %
110.63%
Top 10 Hldgs %
81.47%
Holding
215
New
215
Increased
–
Reduced
–
Closed
–

Top Buys

1
VTI icon
Vanguard Total Stock Market ETF
VTI
+$55.4M
2
VUG icon
Vanguard Growth ETF
VUG
+$28.1M
3
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$21.7M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$8.15M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$6.51M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.7%
2 Financials 1.35%
3 Materials 1.19%
4 Consumer Staples 0.73%
5 Consumer Discretionary 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MCO icon
26
Moody's
MCO
$86.6B
$602K 0.38%
+1,263
New +$637K
BND icon
27
Vanguard Total Bond Market
BND
$158B
$578K 0.36%
+7,766
New +$572K
IVV icon
28
iShares Core S&P 500 ETF
IVV
$888B
$354K 0.22%
+548
New +$353K
JPM icon
29
JPMorgan Chase
JPM
$896B
$325K 0.2%
+1,030
New +$306K
VPU
30
Vanguard Utilities ETF
VPU
$8.74B
$320K 0.2%
+1,691
New +$310K
SCHZ icon
31
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$320K 0.2%
+13,622
New +$316K
V icon
32
Visa
V
$680B
$315K 0.2%
+923
New +$319K
AVGO icon
33
Broadcom
AVGO
$1.83T
$307K 0.19%
+930
New +$285K
BLV icon
34
Vanguard Long-Term Bond ETF
BLV
$5.81B
$300K 0.19%
+4,235
New +$294K
XLE icon
35
State Street Energy Select Sector SPDR ETF
XLE
$37.6B
$295K 0.19%
+6,602
New +$289K
GOOGL icon
36
Alphabet (Google) Class A
GOOGL
$4.3T
$283K 0.18%
+1,163
New +$244K
QQQ icon
37
Invesco QQQ Trust
QQQ
$477B
$250K 0.16%
+417
New +$239K
MCD icon
38
McDonald's
MCD
$194B
$238K 0.15%
+783
New +$238K
AMZN icon
39
Amazon
AMZN
$2.66T
$238K 0.15%
+1,083
New +$245K
MSI icon
40
Motorola Solutions
MSI
$69.4B
$225K 0.14%
+493
New +$222K
FBTC icon
41
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.5B
$218K 0.14%
+2,185
New +$218K
VCSH icon
42
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.6B
$215K 0.14%
+2,687
New +$214K
LQD icon
43
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$35B
$214K 0.13%
+1,918
New +$211K
ABBV icon
44
AbbVie
ABBV
$438B
$212K 0.13%
+917
New +$187K
REET icon
45
iShares Global REIT ETF
REET
$4.94B
$196K 0.12%
+2,518
New +$63.2K
GOOG icon
46
Alphabet (Google) Class C
GOOG
$4.28T
$188K 0.12%
+771
New +$162K
META icon
47
Meta Platforms (Facebook)
META
$1.67T
$187K 0.12%
+255
New +$190K
HD icon
48
Home Depot
HD
$336B
$185K 0.12%
+457
New +$180K
IBM icon
49
IBM
IBM
$273B
$183K 0.12%
+650
New +$170K
TSLA icon
50
Tesla
TSLA
$1.48T
$178K 0.11%
+400
New +$139K
1
2
3 4 5

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