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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
$60.2M
AUM Growth
-$45.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
677
New
Increased
Reduced
Closed

Top Buys

1
+$998K
2
+$714K
3
+$653K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$597K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$594K

Top Sells

1
+$6.41M
2
+$6.09M
3
+$6M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$5.84M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$5.76M

Sector Composition

1 Consumer Staples 3.21%
2 Technology 2.65%
3 Financials 2.38%
4 Industrials 1.77%
5 Healthcare 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$2K ﹤0.01%
+19
427
$2K ﹤0.01%
+27
428
$2K ﹤0.01%
+17
429
$2K ﹤0.01%
63
430
$2K ﹤0.01%
65
431
$2K ﹤0.01%
380
432
$2K ﹤0.01%
64
433
$2K ﹤0.01%
35
434
$2K ﹤0.01%
99
435
$2K ﹤0.01%
87
+24
436
$2K ﹤0.01%
15
437
$2K ﹤0.01%
104
438
$2K ﹤0.01%
46
439
$2K ﹤0.01%
20
440
$2K ﹤0.01%
76
441
$2K ﹤0.01%
+16
442
$2K ﹤0.01%
11
443
$1K ﹤0.01%
+35
444
$1K ﹤0.01%
+40
445
$1K ﹤0.01%
23
446
$1K ﹤0.01%
31
447
$1K ﹤0.01%
+21
448
$1K ﹤0.01%
26
449
$1K ﹤0.01%
+17
450
$1K ﹤0.01%
+17
16 17
18
19 20