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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
426
$1K ﹤0.01%
25
427
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10
428
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12
429
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53
430
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34
431
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48
432
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15
433
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18
-138
434
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42
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435
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436
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40
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52
438
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17
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261
440
$1K ﹤0.01%
18
441
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13
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18
446
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60
-708
447
$1K ﹤0.01%
7
448
$1K ﹤0.01%
65
449
$1K ﹤0.01%
33
450
$1K ﹤0.01%
16
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