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%
33
527
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16
528
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21
529
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25
530
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17
531
$1K ﹤0.01%
+3
532
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35
533
$1K ﹤0.01%
92
534
$1K ﹤0.01%
17
535
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28
536
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18
537
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40
538
$1K ﹤0.01%
52
539
$1K ﹤0.01%
63
540
$1K ﹤0.01%
+100
541
$1K ﹤0.01%
24
542
$1K ﹤0.01%
+22
543
$1K ﹤0.01%
3
544
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34
545
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24
546
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+29
547
$1K ﹤0.01%
45
548
$1K ﹤0.01%
20
549
$1K ﹤0.01%
55
550
$1K ﹤0.01%
+16