UFPG
United Financial Planning Group Portfolio holdings
AUM
$165M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$159M
AUM Growth
–
Holding
215
Top Buys
| 1 | +$55.4M | |
| 2 | +$28.1M | |
| 3 | +$21.7M | |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$8.15M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
201
iShares US Treasury Bond ETF
GOVT
$36.2B
| $724 | ﹤0.01% |
+7
|
|
||
202
Nokia
NOK
$43.1B
| $673 | ﹤0.01% |
+140
|
|
||
203
AT&T
T
$196B
| $621 | ﹤0.01% |
+22
|
|
||
204
Brighthouse Financial
BHF
$3.43B
| $318 | ﹤0.01% |
+6
|
|
||
205
Viatris
VTRS
$17.2B
| $287 | ﹤0.01% |
+29
|
|
||
206
Charter Communications
CHTR
$29.7B
| $275 | ﹤0.01% |
+1
|
|
||
207
Plug Power
PLUG
$2.49B
| $233 | ﹤0.01% |
+100
|
|
||
208
Ford
F
$56.2B
| $191 | ﹤0.01% |
+16
|
|
||
209
Allegiant Air
ALGT
$1.87B
| $177 | ﹤0.01% |
+1
|
|
||
210
D-Wave Quantum
QBTS
$6.95B
| $99 | ﹤0.01% |
+4
|
|
||
211
Warner Bros
WBD
$69.8B
| $98 | ﹤0.01% |
+5
|
|
||
212
Lumen
LUMN
$7.29B
| $61 | ﹤0.01% |
+10
|
|
||
|
PTIX
213
DELISTED
Performance Technologies
PTIX
| $58 | ﹤0.01% |
+17
|
|
||
214
Celularity
CELU
$35.5M
| $39 | ﹤0.01% |
+19
|
|
||
215
Advanced Micro Devices
AMD
$326B
| $24 | ﹤0.01% |
+1
|
|