UFA
US Financial Advisors Portfolio holdings
AUM
$338M
This Quarter Return
+4.04%
1 Year Return
+4.11%
3 Year Return
+12.63%
5 Year Return
–
10 Year Return
–
AUM
$235M
AUM Growth
+$235M
(+4.9%)
Cap. Flow
+$2.62M
Cap. Flow
% of AUM
1.11%
Top 10 Holdings %
Top 10 Hldgs %
57.97%
Holding
73
New
3
Increased
26
Reduced
31
Closed
3
Top Buys
| 1 |
iShares Russell 1000 ETF
IWB
|
$6.33M |
| 2 |
iShares MSCI USA Value Factor ETF
VLUE
|
$5.21M |
| 3 |
iShares MSCI Emerging Markets ETF
EEM
|
$816K |
| 4 |
Vanguard Russell 1000 ETF
VONE
|
$520K |
| 5 |
Vanguard Mid-Cap ETF
VO
|
$423K |
Top Sells
Sector Composition
| 1 | Healthcare | 2.49% |
| 2 | Technology | 2.21% |
| 3 | Real Estate | 0.57% |
| 4 | Industrials | 0.43% |
| 5 | Energy | 0.15% |
