UFA
US Financial Advisors Portfolio holdings
AUM
$338M
1-Year Return
4.11%
This Quarter Return
-5.54%
1 Year Return
+4.11%
3 Year Return
+12.63%
5 Year Return
–
10 Year Return
–
AUM
$60.2M
AUM Growth
-$45.8M
(-43%)
Cap. Flow
-$38M
Cap. Flow
% of AUM
-63.23%
Top 10 Holdings %
Top 10 Hldgs %
54.52%
Holding
676
New
102
Increased
97
Reduced
56
Closed
61
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$943K |
| 2 |
iShares MBS ETF
MBB
|
$717K |
| 3 |
Colgate-Palmolive
CL
|
$635K |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
$599K |
| 5 |
Vanguard Total International Bond ETF
BNDX
|
$595K |
Top Sells
Sector Composition
| 1 | Consumer Staples | 3.21% |
| 2 | Technology | 2.65% |
| 3 | Financials | 2.33% |
| 4 | Industrials | 1.76% |
| 5 | Healthcare | 1.69% |
