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
126
$17.8K 0.01%
+269
127
$17.5K 0.01%
+103
128
$17.3K 0.01%
+215
129
$17.1K 0.01%
+110
130
$16.8K 0.01%
+312
131
$16.5K 0.01%
+84
132
$16.1K 0.01%
+205
133
$15.7K 0.01%
+191
134
$15.7K 0.01%
+216
135
$15.6K 0.01%
+151
136
$15.5K 0.01%
+1,125
137
$15.1K 0.01%
+163
138
$13.7K 0.01%
+200
139
$13.1K 0.01%
+68
140
$12.9K 0.01%
+153
141
$12.4K 0.01%
+487
142
$12.3K 0.01%
+138
143
$12.3K 0.01%
+359
144
$12K 0.01%
+170
145
$11.9K 0.01%
+411
146
$11.1K 0.01%
+60
147
$11.1K 0.01%
+12
148
$10.7K 0.01%
+231
149
$10.7K 0.01%
+51
150
$10.5K 0.01%
+521
4 5
6
7 8