UFPG

United Financial Planning Group Portfolio holdings

AUM $159M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$159M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1 +$35.2M
2 +$29.4M
3 +$25.3M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$8.27M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$6.88M

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%