UFAC

Urban Financial Advisory Corp Portfolio holdings

AUM $199M
1-Year Est. Return 11.26%
This Quarter Est. Return
1 Year Est. Return
+11.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$164M
AUM Growth
+$1.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Sells

1 +$1.39M
2 +$980K
3 +$937K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$442K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$433K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-2,721