UFA

US Financial Advisors Portfolio holdings

AUM $338M
1-Year Est. Return 4.11%
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
676
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Staples 3.21%
2 Technology 2.65%
3 Financials 2.33%
4 Industrials 1.76%
5 Healthcare 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$1K ﹤0.01%
+22
452
$1K ﹤0.01%
60
453
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+6
454
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19
455
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40
456
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+16
457
$1K ﹤0.01%
44
458
$1K ﹤0.01%
+35
459
$1K ﹤0.01%
+40
460
$1K ﹤0.01%
23
461
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31
462
$1K ﹤0.01%
+17
463
$1K ﹤0.01%
+17
464
$1K ﹤0.01%
+24
465
$1K ﹤0.01%
40
-293
466
$1K ﹤0.01%
10
467
$1K ﹤0.01%
12
468
$1K ﹤0.01%
65
469
$1K ﹤0.01%
34
470
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15
471
$1K ﹤0.01%
+20
472
$1K ﹤0.01%
+11
473
$1K ﹤0.01%
39
474
$1K ﹤0.01%
52
475
$1K ﹤0.01%
39