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UFA

US Financial Advisors Portfolio holdings

AUM $338M
1-Year Est. Return 4.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+4.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$60.2M
AUM Growth
-$45.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
677
New
Increased
Reduced
Closed

Top Buys

1
+$998K
2
+$714K
3
+$653K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$597K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$594K

Top Sells

1
+$6.41M
2
+$6.09M
3
+$6M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$5.84M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$5.76M

Sector Composition

1 Consumer Staples 3.21%
2 Technology 2.65%
3 Financials 2.38%
4 Industrials 1.77%
5 Healthcare 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$4K 0.01%
81
+58
327
$4K 0.01%
35
+30
328
$4K 0.01%
+206
329
$4K 0.01%
45
330
$4K 0.01%
42
331
$4K 0.01%
275
332
$4K 0.01%
188
333
$4K 0.01%
75
-4
334
$4K 0.01%
69
335
$4K 0.01%
27
336
$4K 0.01%
58
337
$4K 0.01%
501
338
$4K 0.01%
238
339
$4K 0.01%
50
340
$4K 0.01%
38
341
$4K 0.01%
74
342
$4K 0.01%
117
343
$4K 0.01%
+140
344
$3K 0.01%
97
345
$3K 0.01%
+32
346
$3K 0.01%
4
347
$3K 0.01%
42
348
$3K 0.01%
+32
349
$3K 0.01%
37
350
$3K 0.01%
72
12 13
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15 16