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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
501
$1K ﹤0.01%
50
502
$1K ﹤0.01%
+22
503
$1K ﹤0.01%
3
504
$1K ﹤0.01%
15
505
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20
506
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42
507
$1K ﹤0.01%
14
508
$1K ﹤0.01%
21
-451
509
$1K ﹤0.01%
11
510
$1K ﹤0.01%
10
511
$1K ﹤0.01%
+20
512
$1K ﹤0.01%
+22
513
$1K ﹤0.01%
60
514
$1K ﹤0.01%
+6
515
$1K ﹤0.01%
19
516
$1K ﹤0.01%
40
517
$1K ﹤0.01%
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518
$1K ﹤0.01%
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519
$1K ﹤0.01%
66
520
$1K ﹤0.01%
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521
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24
522
$1K ﹤0.01%
+29
523
$1K ﹤0.01%
45
524
$1K ﹤0.01%
21
525
$1K ﹤0.01%
55
19 20
21
22 23