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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
$110M
AUM Growth
-$1.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Top Buys

1
+$5.76M
2
+$376K
3
+$280K
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$255K
5
MO icon
Altria Group
MO
+$191K

Top Sells

1
+$2.27M
2
+$1.07M
3
+$741K
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$714K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$649K

Sector Composition

1 Technology 1.65%
2 Financials 1.17%
3 Industrials 1.04%
4 Consumer Staples 0.94%
5 Healthcare 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
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377
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-750
378
$0 ﹤0.01%
1
379
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-9
380
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381
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382
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-459
383
– –
-174
384
$0 ﹤0.01%
334
385
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-2,540
386
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-556
387
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-1,511
388
$0 ﹤0.01%
2
389
$0 ﹤0.01%
29
390
$0 ﹤0.01%
2
391
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392
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395
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-7
396
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398
$0 ﹤0.01%
5
399
– –
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400
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13 14 15
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