UFPG

United Financial Planning Group Portfolio holdings

AUM $169M
This Fund
S&P 500
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
+$55.4M
2
+$28.1M
3
+$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
101
$30.7K 0.02%
+122
102
$30.4K 0.02%
+2,970
103
$29.4K 0.02%
+587
104
$29.2K 0.02%
+219
105
$28.7K 0.02%
+167
106
$28.5K 0.02%
+111
107
$27.8K 0.02%
+884
108
$27.4K 0.02%
+74
109
$27.1K 0.02%
+717
110
$25.9K 0.02%
+2,847
111
$25.3K 0.02%
+242
112
$25K 0.02%
+50
113
$25K 0.02%
+97
114
$24K 0.02%
+291
115
$23.2K 0.01%
+130
116
$23K 0.01%
+778
117
$22.7K 0.01%
+409
118
$22.3K 0.01%
+145
119
$22.2K 0.01%
+168
120
$22K 0.01%
+199
121
$21K 0.01%
+150
122
$19.8K 0.01%
+70
123
$19.1K 0.01%
+31
124
$18.4K 0.01%
+61
125
$18.1K 0.01%
+3,551
3 4
5
6 7