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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
476
$1K ﹤0.01%
+23
477
$1K ﹤0.01%
11
478
$1K ﹤0.01%
64
479
$1K ﹤0.01%
+15
480
$1K ﹤0.01%
41
481
$1K ﹤0.01%
+42
482
$1K ﹤0.01%
8
483
$1K ﹤0.01%
21
484
$1K ﹤0.01%
+600
485
$1K ﹤0.01%
20
486
$1K ﹤0.01%
16
487
$1K ﹤0.01%
19
488
$1K ﹤0.01%
44
-11
489
$1K ﹤0.01%
92
490
$1K ﹤0.01%
17
491
$1K ﹤0.01%
+21
492
$1K ﹤0.01%
25
493
$1K ﹤0.01%
7
494
$1K ﹤0.01%
18
495
$1K ﹤0.01%
+16
496
$1K ﹤0.01%
13
497
$1K ﹤0.01%
+18
498
$1K ﹤0.01%
105
499
$1K ﹤0.01%
+21
500
$1K ﹤0.01%
69
18 19
20
21 22