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

Top Buys

1
+$5.56M
2
+$5.53M
3
+$5.27M
4
IYW icon
iShares US Technology ETF
IYW
+$5.25M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$5.2M

Top Sells

1
+$934K
2
+$654K
3
+$635K
4
IYZ icon
iShares US Telecommunications ETF
IYZ
+$588K
5
XOM icon
Exxon Mobil
XOM
+$119K

Sector Composition

1 Consumer Staples 1.96%
2 Technology 1.9%
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
426
$3K ﹤0.01%
443
427
$3K ﹤0.01%
110
-130
428
$3K ﹤0.01%
46
429
$3K ﹤0.01%
41
430
$3K ﹤0.01%
161
431
$3K ﹤0.01%
77
432
$3K ﹤0.01%
500
433
$3K ﹤0.01%
58
434
$3K ﹤0.01%
97
435
$3K ﹤0.01%
37
436
$3K ﹤0.01%
69
437
$3K ﹤0.01%
71
438
$3K ﹤0.01%
40
439
$3K ﹤0.01%
76
440
$3K ﹤0.01%
62
441
$3K ﹤0.01%
85
442
$3K ﹤0.01%
63
443
$3K ﹤0.01%
36
444
$3K ﹤0.01%
42
445
$3K ﹤0.01%
74
446
$2K ﹤0.01%
+66
447
$2K ﹤0.01%
146
448
$2K ﹤0.01%
39
449
$2K ﹤0.01%
64
450
$2K ﹤0.01%
33
16 17
18
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