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UFPG

United Financial Planning Group Portfolio holdings

AUM $169M
This Fund
S&P 500
This Quarter Est. Return
-0.4%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$169M
AUM Growth
+$4.34M
Cap. Flow
+$5.91M
Cap. Flow %
3.49%
Top 10 Hldgs %
76.02%
Holding
660
New
173
Increased
144
Reduced
66
Closed
198

Top Buys

1
ABBV icon
AbbVie
ABBV
+$2.3M
2
VUG icon
Vanguard Growth ETF
VUG
+$2.08M
3
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.18M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$840K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$628K

Top Sells

1
B
Barrick Mining
B
+$798K
2
BND icon
Vanguard Total Bond Market
BND
+$627K
3
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$533K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$380K
5
AVGO icon
Broadcom
AVGO
+$314K

Sector Composition

1 Technology 2.97%
2 Healthcare 1.8%
3 Financials 1.38%
4 Communication Services 0.81%
5 Consumer Staples 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XLU icon
101
State Street Utilities Select Sector SPDR ETF
XLU
$23.8B
$36.3K 0.02%
+790
New +$35.4K
VCIT icon
102
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.3B
$33.9K 0.02%
410
-54
-12% -$4.52K
GOVT icon
103
iShares US Treasury Bond ETF
GOVT
$43.4B
$33.5K 0.02%
1,464
+1,124
+331% +$25.9K
VSS icon
104
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.4B
$33.2K 0.02%
228
-16
-7% -$2.42K
XT icon
105
iShares Future Exponential Technologies ETF
XT
$3.88B
$32.7K 0.02%
+480
New +$34.1K
PLTR icon
106
Palantir
PLTR
$312B
$32.3K 0.02%
221
– –
PG icon
107
Procter & Gamble
PG
$345B
$31.8K 0.02%
220
+14
+7% +$2.12K
SPGI icon
108
S&P Global
SPGI
$130B
$31.1K 0.02%
73
-59
-45% -$27.4K
CIEN icon
109
Ciena
CIEN
$63.1B
$30.3K 0.02%
78
– –
PZA icon
110
Invesco National AMT-Free Municipal Bond ETF
PZA
$4.28B
$30.2K 0.02%
1,315
-852
-39% -$19.8K
BWX icon
111
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
$1.33B
$30K 0.02%
1,365
-1,677
-55% -$37.8K
PHM icon
112
Pultegroup
PHM
$23.6B
$29.3K 0.02%
249
+81
+48% +$10.4K
CSCO icon
113
Cisco
CSCO
$470B
$29.2K 0.02%
376
+109
+41% +$8.53K
NOC icon
114
Northrop Grumman
NOC
$77B
$28.3K 0.02%
41
+10
+32% +$6.91K
LRCX icon
115
Lam Research
LRCX
$413B
$27.6K 0.02%
129
+110
+579% +$24.6K
IBIT icon
116
iShares Bitcoin Trust
IBIT
$45.6B
$27.4K 0.02%
+714
New +$30.9K
SYK icon
117
Stryker
SYK
$127B
$24.3K 0.01%
74
– –
CAH icon
118
Cardinal Health
CAH
$54.7B
$24.1K 0.01%
114
+28
+33% +$6.03K
ICE icon
119
Intercontinental Exchange
ICE
$77.9B
$23.9K 0.01%
152
+30
+25% +$4.89K
USIG icon
120
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.4B
$23.9K 0.01%
466
+74
+19% +$3.83K
GE icon
121
GE Aerospace
GE
$369B
$23.6K 0.01%
83
-3
-3% -$943
IJS icon
122
iShares S&P Small-Cap 600 Value ETF
IJS
$8.05B
$23.6K 0.01%
199
– –
NEE icon
123
NextEra Energy
NEE
$184B
$23.5K 0.01%
253
+48
+23% +$4.27K
SCHB icon
124
Schwab US Broad Market ETF
SCHB
$43.3B
$23.4K 0.01%
931
+552
+146% +$14.5K
T icon
125
AT&T
T
$150B
$23.4K 0.01%
806
+273
+51% +$7.29K
3 4
5
6 7

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