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
476
$1K ﹤0.01%
38
477
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14
478
$1K ﹤0.01%
193
479
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136
480
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+21
481
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48
482
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253
-1
483
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46
484
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18
485
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+11
486
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13
487
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+16
488
$1K ﹤0.01%
+200
489
$1K ﹤0.01%
66
490
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26
491
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+28
492
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20
493
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+101
494
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+23
495
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11
496
$1K ﹤0.01%
64
497
$1K ﹤0.01%
+15
498
$1K ﹤0.01%
41
499
$1K ﹤0.01%
+18
500
$1K ﹤0.01%
105