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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 %
110.63%
Top 10 Hldgs %
81.47%
Holding
215
New
215
Increased
–
Reduced
–
Closed
–

Top Buys

1
VTI icon
Vanguard Total Stock Market ETF
VTI
+$55.4M
2
VUG icon
Vanguard Growth ETF
VUG
+$28.1M
3
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$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
LOW icon
101
Lowe's Companies
LOW
$116B
$30.7K 0.02%
+122
New +$30K
MHN
102
DELISTED
BlackRock MuniHoldings New Yrok Quality Fund
MHN
$30.4K 0.02%
+2,970
New +$29K
VTEB icon
103
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.7B
$29.4K 0.02%
+587
New +$28.9K
HIG icon
104
Hartford Financial Services
HIG
$38.6B
$29.2K 0.02%
+219
New +$28.1K
ITOT icon
105
iShares Core S&P Total US Stock Market ETF
ITOT
$94.3B
$28.7K 0.02%
+167
New +$23.4K
MTUM icon
106
iShares MSCI USA Momentum Factor ETF
MTUM
$26.8B
$28.5K 0.02%
+111
New +$27.2K
CMCSA icon
107
Comcast
CMCSA
$85.6B
$27.8K 0.02%
+884
New +$29.6K
SYK icon
108
Stryker
SYK
$127B
$27.4K 0.02%
+74
New +$28.6K
THRO
109
iShares U.S. Thematic Rotation Active ETF
THRO
$6.45B
$27.1K 0.02%
+717
New +$26.3K
BDJ icon
110
BlackRock Enhanced Equity Dividend Trust
BDJ
$1.71B
$25.9K 0.02%
+2,847
New +$25.4K
SPYG icon
111
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$52.2B
$25.3K 0.02%
+242
New +$24.1K
LMT icon
112
Lockheed Martin
LMT
$120B
$25K 0.02%
+50
New +$22.7K
VBR icon
113
Vanguard Small-Cap Value ETF
VBR
$36.7B
$25K 0.02%
+97
New +$19.8K
IXUS icon
114
iShares Core MSCI Total International Stock ETF
IXUS
$57.7B
$24K 0.02%
+291
New +$23.1K
ITT icon
115
ITT
ITT
$17.4B
$23.2K 0.01%
+130
New +$21.8K
SCHM icon
116
Schwab US Mid-Cap ETF
SCHM
$14.7B
$23K 0.01%
+778
New +$22.6K
NVO
117
Novo Nordisk
NVO
$218B
$22.7K 0.01%
+409
New +$23.9K
PG icon
118
Procter & Gamble
PG
$345B
$22.3K 0.01%
+145
New +$22.6K
PHM icon
119
Pultegroup
PHM
$23.6B
$22.2K 0.01%
+168
New +$20.9K
IJS icon
120
iShares S&P Small-Cap 600 Value ETF
IJS
$8.05B
$22K 0.01%
+199
New +$21.1K
XLK icon
121
State Street Technology Select Sector SPDR ETF
XLK
$118B
$21K 0.01%
+150
New +$19.9K
AMGN icon
122
Amgen
AMGN
$195B
$19.8K 0.01%
+70
New +$20.3K
NOC icon
123
Northrop Grumman
NOC
$77B
$19.1K 0.01%
+31
New +$17.6K
GE icon
124
GE Aerospace
GE
$369B
$18.4K 0.01%
+61
New +$16.7K
EEX icon
125
Emerald Holding
EEX
$998M
$18.1K 0.01%
+3,551
New +$17.9K
3 4
5
6 7

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