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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
376
$1K ﹤0.01%
105
377
$1K ﹤0.01%
34
378
$1K ﹤0.01%
8
379
$1K ﹤0.01%
30
380
$1K ﹤0.01%
30
381
$1K ﹤0.01%
144
382
$1K ﹤0.01%
21
383
$1K ﹤0.01%
99
384
$1K ﹤0.01%
17
385
$1K ﹤0.01%
7
-23
386
$1K ﹤0.01%
23
387
$1K ﹤0.01%
20
388
$1K ﹤0.01%
16
389
$1K ﹤0.01%
19
390
$1K ﹤0.01%
44
391
$1K ﹤0.01%
92
392
$1K ﹤0.01%
7
-38
393
$1K ﹤0.01%
6
394
$1K ﹤0.01%
12
-1,075
395
$1K ﹤0.01%
30
396
$1K ﹤0.01%
29
397
$1K ﹤0.01%
69
398
$1K ﹤0.01%
47
399
$1K ﹤0.01%
25
400
$1K ﹤0.01%
70
14 15
16
17 18