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
151
$10.2K 0.01%
+48
152
$9.94K 0.01%
+194
153
$9.72K 0.01%
+378
154
$9.7K 0.01%
+186
155
$9.49K 0.01%
+465
156
$9.49K 0.01%
+276
157
$9.31K 0.01%
+299
158
$9.17K 0.01%
+140
159
$9.03K 0.01%
+324
160
$8.84K 0.01%
+292
161
$8.55K 0.01%
+49
162
$8.36K 0.01%
+361
163
$8.24K 0.01%
+88
164
$7.99K 0.01%
+34
165
$7.87K 0.01%
+509
166
$7.36K ﹤0.01%
+52
167
$7.35K ﹤0.01%
+103
168
$7.31K ﹤0.01%
+95
169
$7.17K ﹤0.01%
+17
170
$7.16K ﹤0.01%
+75
171
$7.13K ﹤0.01%
+145
172
$6.64K ﹤0.01%
+64
173
$6.14K ﹤0.01%
+25
174
$6.13K ﹤0.01%
+90
175
$5.64K ﹤0.01%
+53
5 6
7
8 9