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
201
$724 ﹤0.01%
+7
202
$673 ﹤0.01%
+140
203
$621 ﹤0.01%
+22
204
$318 ﹤0.01%
+6
205
$287 ﹤0.01%
+29
206
$275 ﹤0.01%
+1
207
$233 ﹤0.01%
+100
208
$191 ﹤0.01%
+16
209
$177 ﹤0.01%
+1
210
$99 ﹤0.01%
+4
211
$98 ﹤0.01%
+5
212
$61 ﹤0.01%
+10
213
$58 ﹤0.01%
+17
214
$39 ﹤0.01%
+19
215
$24 ﹤0.01%
+1