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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
+11.13%
1 Year Est. Return
+4.11%
3 Year Est. Return
+12.63%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$332M
AUM Growth
–
Cap. Flow
+$316M
Cap. Flow
% of AUM
95.43%
Top 10 Holdings %
Top 10 Hldgs %
50.64%
Holding
130
New
130
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Russell 1000 ETF
IWB
|
+$29.9M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$24M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
+$18.3M |
| 4 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$14.7M |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
+$14.4M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 1.7% |
| 2 | Technology | 1.27% |
| 3 | Consumer Discretionary | 1.1% |
| 4 | Industrials | 0.88% |
| 5 | Financials | 0.73% |
Similar funds
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PPWP
WGCA
HCA
RAM
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US Financial Advisors's Q4 2020 Portfolio in Review
Q4 2020 is the first quarter with a 13F filing on record for US Financial Advisors, which disclosed 130 positions worth $332M. Its ten largest holdings account for 51% of the portfolio.
Its largest position is iShares Russell 1000 ETF: 149,948 shares worth $31.8M.
By sector, the portfolio is most concentrated in Healthcare at 1.7% of assets, followed by Technology and Consumer Discretionary.
- US Financial Advisors's largest Q4 2020 buy was iShares Russell 1000 ETF: 149,948 shares worth $31.8M.
- US Financial Advisors's ten largest holdings make up 51% of its $332M portfolio in Q4 2020.
- US Financial Advisors disclosed 130 positions in Q4 2020, its first 13F filing on record.
Based on US Financial Advisors's 13F filing for Q4 2020, filed 18 Feb 2021.