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
351
$3K 0.01%
115
+105
352
$3K 0.01%
38
353
$3K 0.01%
235
+135
354
$3K 0.01%
41
355
$3K 0.01%
50
356
$3K 0.01%
130
357
$3K 0.01%
47
358
$3K 0.01%
+80
359
$3K 0.01%
103
360
$3K 0.01%
235
361
$3K 0.01%
+66
362
$3K 0.01%
36
363
$3K 0.01%
443
364
$3K 0.01%
40
365
$3K 0.01%
62
366
$3K 0.01%
26
367
$3K 0.01%
32
368
$3K 0.01%
33
369
$3K 0.01%
161
370
$3K 0.01%
77
371
$3K 0.01%
46
372
$3K 0.01%
200
373
$3K 0.01%
71
374
$3K 0.01%
+500
375
$3K 0.01%
28