UFA

US Financial Advisors Portfolio holdings

AUM $338M
1-Year Est. Return 4.11%
This Quarter Est. Return
1 Year Est. Return
+4.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$289M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$448K
2
+$393K
3
+$390K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$356K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$334K

Top Sells

1
+$896K
2
+$865K
3
+$445K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$167K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$75.8K

Sector Composition

1 Technology 1.89%
2 Healthcare 1.71%
3 Real Estate 0.65%
4 Industrials 0.38%
5 Communication Services 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$525K 0.18%
10,872
+533
52
$516K 0.18%
4,492
+1
53
$468K 0.16%
2,961
+88
54
$436K 0.15%
18,972
+1,660
55
$403K 0.14%
725
56
$357K 0.12%
3,074
-141
57
$349K 0.12%
4,134
-349
58
$347K 0.12%
3,553
59
$333K 0.12%
23,827
-913
60
$321K 0.11%
4,816
+229
61
$316K 0.11%
+919
62
$296K 0.1%
1,801
-385
63
$295K 0.1%
2,905
+4
64
$292K 0.1%
3,367
+91
65
$292K 0.1%
6,088
-3,482
66
$285K 0.1%
596
67
$275K 0.1%
1,823
+200
68
$271K 0.09%
1,672
+3
69
$271K 0.09%
2,350
-209
70
$246K 0.09%
4,228
71
$238K 0.08%
9,705
+1,088
72
$237K 0.08%
7,815
-350
73
$233K 0.08%
+1,760
74
$232K 0.08%
+477
75
$224K 0.08%
3,122
1 2
3
4