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
501
$1K ﹤0.01%
+21
502
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+42
503
$1K ﹤0.01%
8
504
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21
505
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+600
506
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20
507
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16
508
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19
509
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44
-11
510
$1K ﹤0.01%
92
511
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17
512
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+21
513
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25
514
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7
515
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18
516
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7
517
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29
518
$1K ﹤0.01%
+64
519
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69
520
$1K ﹤0.01%
50
521
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192
522
$1K ﹤0.01%
47
523
$1K ﹤0.01%
25
524
$1K ﹤0.01%
70
525
$1K ﹤0.01%
31