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
526
$1K ﹤0.01%
7
527
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18
528
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7
529
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29
530
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+64
531
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69
532
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50
533
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192
534
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47
535
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25
536
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70
537
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31
538
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33
539
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16
540
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21
541
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25
542
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17
543
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17
544
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545
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18
546
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40
547
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52
548
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63
549
$1K ﹤0.01%
+100
550
$1K ﹤0.01%
24