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
$105M
AUM Growth
+$45.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
702
New
Increased
Reduced
Closed

Top Sells

1 +$933K
2 +$649K
3 +$635K
4
IYZ icon
iShares US Telecommunications ETF
IYZ
+$582K
5
XOM icon
Exxon Mobil
XOM
+$116K

Sector Composition

1 Consumer Staples 1.96%
2 Technology 1.91%
3 Financials 1.5%
4 Healthcare 1.21%
5 Industrials 1.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$7K 0.01%
+750
352
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+50
353
$7K 0.01%
114
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100
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65
359
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+333
360
$6K 0.01%
45
361
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+333
362
$6K 0.01%
+200
363
$6K 0.01%
85
364
$6K 0.01%
+309
365
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+50
366
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367
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212
368
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440
369
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57
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370
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371
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103
374
$5K ﹤0.01%
+90
375
$5K ﹤0.01%
+125