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
$338M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1 +$6.17M
2 +$5.51M
3 +$2.36M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.76M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.03M

Top Sells

1 +$2.26M
2 +$285K
3 +$284K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$274K
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$251K

Sector Composition

1 Technology 3.69%
2 Healthcare 1.28%
3 Communication Services 0.64%
4 Industrials 0.49%
5 Financials 0.43%