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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
$57.5M
AUM Growth
-$47.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
673
New
Increased
Reduced
Closed

Top Buys

1
+$2.85M
2
+$2.34M
3
+$2.29M
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$2.24M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$2.17M

Top Sells

1
+$6.03M
2
+$5.34M
3
+$5.23M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$5.02M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$4.93M

Sector Composition

1 Financials 1.96%
2 Technology 1.66%
3 Industrials 1.52%
4 Consumer Staples 1.33%
5 Healthcare 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$2K ﹤0.01%
135
-350
327
$2K ﹤0.01%
26
328
$2K ﹤0.01%
65
329
$2K ﹤0.01%
56
-227
330
$2K ﹤0.01%
39
331
$2K ﹤0.01%
121
-104
332
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64
333
$2K ﹤0.01%
35
-470
334
$2K ﹤0.01%
33
335
$2K ﹤0.01%
33
336
$2K ﹤0.01%
46
337
$2K ﹤0.01%
14
338
$2K ﹤0.01%
26
339
$2K ﹤0.01%
14
-329
340
$2K ﹤0.01%
19
341
$2K ﹤0.01%
43
342
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18
343
$2K ﹤0.01%
196
344
$2K ﹤0.01%
18
345
$2K ﹤0.01%
11
346
$2K ﹤0.01%
32
347
$2K ﹤0.01%
34
348
$2K ﹤0.01%
82
349
$2K ﹤0.01%
45
-847
350
$2K ﹤0.01%
65
12 13
14
15 16