UFA
Uptown Financial Advisors Portfolio holdings
AUM
$108M
This Quarter Return
-0.17%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$92.7M
AUM Growth
–
Cap. Flow
+$92.7M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
62.09%
Holding
65
New
65
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Growth ETF
VUG
|
$12.1M |
| 2 |
Vanguard Mid-Cap ETF
VO
|
$7.77M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$7.12M |
| 4 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$6.48M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
$5.76M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 3.54% |
| 2 | Technology | 2.64% |
| 3 | Communication Services | 1.1% |
| 4 | Financials | 0.96% |
| 5 | Healthcare | 0.75% |
