UFA
Uptown Financial Advisors Portfolio holdings
AUM
$124M
1-Year Est. Return
17.43%
This Fund
S&P 500
1 Year Est. Return
+17.43%
AUM
$124M
AUM Growth
+$6.23M
(+5.3%)
Holding
78
Top Buys
| 1 | +$1.45M | |
| 2 | +$1.05M | |
| 3 | +$957K | |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
+$857K |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
+$732K |
Top Sells
| 1 | +$374K | |
| 2 | +$276K | |
| 3 | +$256K | |
| 4 |
Tesla
TSLA
|
+$229K |
| 5 |
IBM
IBM
|
+$220K |
Sector Composition
| 1 | Energy | 4.1% |
| 2 | Technology | 3.35% |
| 3 | Communication Services | 1.04% |
| 4 | Healthcare | 0.7% |
| 5 | Financials | 0.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
CRWV
76
CoreWeave Inc
CRWV
$63.3B
| – | – |
0
|
|
||
77
Janus Henderson B-BBB CLO ETF
JBBB
$1.12B
| – | – |
-4,265
|
|
||
78
Nuveen Preferred & Income Opportunities Fund
JPC
$2.95B
| – | – |
-31,600
|
|