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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
576
$1K ﹤0.01%
34
577
$1K ﹤0.01%
15
578
$1K ﹤0.01%
17
-100
579
$1K ﹤0.01%
76
580
$1K ﹤0.01%
14
581
$1K ﹤0.01%
193
582
$1K ﹤0.01%
136
583
$1K ﹤0.01%
48
584
$1K ﹤0.01%
261
585
$1K ﹤0.01%
18
586
$1K ﹤0.01%
+65
587
$1K ﹤0.01%
29
588
$1K ﹤0.01%
69
589
$1K ﹤0.01%
50
590
$1K ﹤0.01%
192
591
$1K ﹤0.01%
47
592
$1K ﹤0.01%
31
593
$1K ﹤0.01%
33
594
$1K ﹤0.01%
16
595
$1K ﹤0.01%
21
596
$1K ﹤0.01%
35
597
$1K ﹤0.01%
20
598
$1K ﹤0.01%
92
599
$1K ﹤0.01%
52
600
$1K ﹤0.01%
63
22 23
24
25 26