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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
% of AUM
110.63%
Top 10 Holdings %
Top 10 Hldgs %
81.47%
Holding
215
New
215
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
+$55.4M |
| 2 |
Vanguard Growth ETF
VUG
|
+$28.1M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$21.7M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$8.15M |
| 5 |
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% |
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