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
$169M
AUM Growth
+$4.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
660
New
Increased
Reduced
Closed

Top Buys

1 +$2.3M
2 +$2.08M
3 +$1.18M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$840K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$628K

Top Sells

1 +$798K
2 +$627K
3 +$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%