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
$60.2M
AUM Growth
-$45.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
676
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Staples 3.21%
2 Technology 2.65%
3 Financials 2.33%
4 Industrials 1.76%
5 Healthcare 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$4K 0.01%
62
+29
327
$4K 0.01%
54
328
$4K 0.01%
113
-1,175
329
$4K 0.01%
69
330
$4K 0.01%
164
331
$4K 0.01%
+140
332
$4K 0.01%
40
333
$4K 0.01%
102
334
$4K 0.01%
81
+58
335
$4K 0.01%
35
+30
336
$4K 0.01%
+206
337
$4K 0.01%
45
338
$4K 0.01%
42
339
$4K 0.01%
275
340
$4K 0.01%
188
341
$4K 0.01%
75
-4
342
$4K 0.01%
69
343
$4K 0.01%
27
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