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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
451
$1K ﹤0.01%
+24
452
$1K ﹤0.01%
40
-293
453
$1K ﹤0.01%
10
454
$1K ﹤0.01%
12
455
$1K ﹤0.01%
65
456
$1K ﹤0.01%
34
457
$1K ﹤0.01%
15
458
$1K ﹤0.01%
+20
459
$1K ﹤0.01%
+11
460
$1K ﹤0.01%
39
461
$1K ﹤0.01%
52
462
$1K ﹤0.01%
39
463
$1K ﹤0.01%
76
464
$1K ﹤0.01%
14
465
$1K ﹤0.01%
193
466
$1K ﹤0.01%
136
467
$1K ﹤0.01%
+21
468
$1K ﹤0.01%
48
469
$1K ﹤0.01%
261
-1
470
$1K ﹤0.01%
46
471
$1K ﹤0.01%
18
472
$1K ﹤0.01%
+11
473
$1K ﹤0.01%
+16
474
$1K ﹤0.01%
+200
475
$1K ﹤0.01%
+101
17 18
19
20 21