UFA
US Financial Advisors Portfolio holdings
AUM
$338M
This Quarter Return
+2.09%
1 Year Return
+4.11%
3 Year Return
+12.63%
5 Year Return
–
10 Year Return
–
AUM
$57.5M
AUM Growth
+$57.5M
(-45%)
Cap. Flow
-$49.9M
Cap. Flow
% of AUM
-86.86%
Top 10 Holdings %
Top 10 Hldgs %
46.94%
Holding
673
New
33
Increased
55
Reduced
138
Closed
178
Top Buys
| 1 |
Vanguard Small-Cap ETF
VB
|
$3.07M |
| 2 |
Vanguard Financials ETF
VFH
|
$2.44M |
| 3 |
Vanguard Materials ETF
VAW
|
$2.36M |
| 4 |
Vanguard Consumer Staples ETF
VDC
|
$2.34M |
| 5 |
Vanguard Information Technology ETF
VGT
|
$2.33M |
Top Sells
Sector Composition
| 1 | Financials | 1.96% |
| 2 | Technology | 1.66% |
| 3 | Industrials | 1.52% |
| 4 | Consumer Staples | 1.33% |
| 5 | Healthcare | 0.95% |
