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
$112M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
368
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.43%
2 Financials 1.13%
3 Industrials 0.81%
4 Communication Services 0.8%
5 Energy 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$0 ﹤0.01%
+29
352
$0 ﹤0.01%
+200
353
$0 ﹤0.01%
+5
354
$0 ﹤0.01%
+4,076
355
$0 ﹤0.01%
+40
356
$0 ﹤0.01%
+600
357
$0 ﹤0.01%
+14
358
$0 ﹤0.01%
+334
359
$0 ﹤0.01%
+2