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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
$60.2M
AUM Growth
-$45.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
677
New
Increased
Reduced
Closed

Top Buys

1
+$998K
2
+$714K
3
+$653K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$597K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$594K

Top Sells

1
+$6.41M
2
+$6.09M
3
+$6M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$5.84M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$5.76M

Sector Composition

1 Consumer Staples 3.21%
2 Technology 2.65%
3 Financials 2.38%
4 Industrials 1.77%
5 Healthcare 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$0 ﹤0.01%
1
-392
652
– –
-74
653
– –
-174
654
– –
-100
655
– –
-1,360
656
– –
-14
657
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0
658
– –
-26
659
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-41
660
– –
-20
661
– –
0
662
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663
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664
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-200
665
– –
-10
666
$0 ﹤0.01%
30
667
$0 ﹤0.01%
2
668
$0 ﹤0.01%
127
669
$0 ﹤0.01%
+17
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