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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
$105M
AUM Growth
+$45.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
702
New
Increased
Reduced
Closed

Top Buys

1
+$5.56M
2
+$5.53M
3
+$5.27M
4
IYW icon
iShares US Technology ETF
IYW
+$5.25M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$5.2M

Top Sells

1
+$934K
2
+$654K
3
+$635K
4
IYZ icon
iShares US Telecommunications ETF
IYZ
+$588K
5
XOM icon
Exxon Mobil
XOM
+$119K

Sector Composition

1 Consumer Staples 1.96%
2 Technology 1.9%
3 Financials 1.5%
4 Healthcare 1.21%
5 Industrials 1.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$2K ﹤0.01%
+34
502
$2K ﹤0.01%
82
503
$2K ﹤0.01%
99
504
$2K ﹤0.01%
31
-287
505
$2K ﹤0.01%
65
506
$2K ﹤0.01%
11
507
$1K ﹤0.01%
26
508
$1K ﹤0.01%
12
509
$1K ﹤0.01%
14
510
$1K ﹤0.01%
42
511
$1K ﹤0.01%
34
512
$1K ﹤0.01%
24
513
$1K ﹤0.01%
45
514
$1K ﹤0.01%
71
515
$1K ﹤0.01%
26
516
$1K ﹤0.01%
20
517
$1K ﹤0.01%
11
518
$1K ﹤0.01%
+39
519
$1K ﹤0.01%
64
520
$1K ﹤0.01%
19
521
$1K ﹤0.01%
41
522
$1K ﹤0.01%
105
523
$1K ﹤0.01%
34
-100
524
$1K ﹤0.01%
8
525
$1K ﹤0.01%
+30
19 20
21
22 23