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UFPG
United Financial Planning Group Portfolio holdings
AUM
$169M
This Fund
S&P 500
This Quarter
Est. Return
+2.43%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$165M
AUM Growth
+$5.98M
(+3.8%)
Cap. Flow
-$18.5M
Cap. Flow
% of AUM
-11.23%
Top 10 Holdings %
Top 10 Hldgs %
75.32%
Holding
515
New
300
Increased
90
Reduced
42
Closed
28
Top Buys
| 1 |
Vanguard Value ETF
VTV
|
+$29.2M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$25.6M |
| 3 |
Vanguard Mid-Cap ETF
VO
|
+$3.87M |
| 4 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$1.15M |
| 5 |
Vanguard High Dividend Yield ETF
VYM
|
+$517K |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
+$56.1M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$21.3M |
| 3 |
Vanguard Total World Stock ETF
VT
|
+$1.74M |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
+$1.6M |
| 5 |
Vanguard Growth ETF
VUG
|
+$1.48M |
Sector Composition
| 1 | Technology | 3.63% |
| 2 | Financials | 1.65% |
| 3 | Materials | 1.09% |
| 4 | Consumer Discretionary | 0.79% |
| 5 | Consumer Staples | 0.77% |
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