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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
551
$1K ﹤0.01%
7
-102
552
$1K ﹤0.01%
15
553
$1K ﹤0.01%
20
554
$1K ﹤0.01%
+30
555
$1K ﹤0.01%
+27
556
$1K ﹤0.01%
42
557
$1K ﹤0.01%
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558
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10
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12
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39
561
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52
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24
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$1K ﹤0.01%
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$1K ﹤0.01%
3
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$1K ﹤0.01%
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566
$1K ﹤0.01%
12
-63
567
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10
568
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+30
569
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40
570
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23
571
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31
572
$1K ﹤0.01%
+159
573
$1K ﹤0.01%
+25
574
$1K ﹤0.01%
40
575
$1K ﹤0.01%
+53
21 22
23
24 25