UFAC
Urban Financial Advisory Corp Portfolio holdings
AUM
$199M
1-Year Est. Return
11.26%
1 Year Est. Return
+11.26%
AUM
$181M
AUM Growth
-$1.06M
(-0.58%)
Holding
53
Top Buys
| 1 | +$1.88M | |
| 2 | +$656K | |
| 3 | +$475K | |
| 4 |
Vanguard Mid-Cap ETF
VO
|
+$380K |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$349K |
Top Sells
| 1 | +$736K | |
| 2 | +$690K | |
| 3 | +$163K | |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$105K |
| 5 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$48K |
Sector Composition
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Nuveen ESG Mid-Cap Growth ETF
NUMG
$408M
| $24.1K | 0.01% |
562
|
|
||
52
Nuveen ESG Mid-Cap Value ETF
NUMV
$399M
| $23.3K | 0.01% |
682
|
|
||
|
53
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$43.9B
| – | – |
-546
|
|