UFA

US Financial Advisors Portfolio holdings

AUM $338M
1-Year Est. Return 4.11%
This Quarter Est. Return
1 Year Est. Return
+4.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$49.8M
AUM Growth
-$7.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1 +$3.31K
2 +$3.17K

Sector Composition

1 Financials 1.58%
2 Technology 0.92%
3 Real Estate 0.76%
4 Consumer Staples 0.63%
5 Energy 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
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231
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250
-1,000