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
$332M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1 +$31.8M
2 +$25.3M
3 +$19.5M
4
VB icon
Vanguard Small-Cap ETF
VB
+$15.8M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$15.4M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 1.7%
2 Technology 1.27%
3 Consumer Discretionary 1.1%
4 Industrials 0.88%
5 Financials 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$407K 0.12%
+2,470
77
$397K 0.12%
+8,418
78
$397K 0.12%
+5,400
79
$391K 0.12%
+10,555
80
$382K 0.12%
+12,964
81
$378K 0.11%
+2,952
82
$377K 0.11%
+4,260
83
$360K 0.11%
+3,443
84
$356K 0.11%
+3,529
85
$354K 0.11%
+6,250
86
$349K 0.11%
+12,456
87
$341K 0.1%
+6,516
88
$330K 0.1%
+2,598
89
$325K 0.1%
+2,968
90
$322K 0.1%
+4,601
91
$310K 0.09%
+4,099
92
$308K 0.09%
+10,427
93
$307K 0.09%
+8,745
94
$304K 0.09%
+725
95
$303K 0.09%
+4,243
96
$303K 0.09%
+3,316
97
$297K 0.09%
+12,165
98
$294K 0.09%
+1,312
99
$285K 0.09%
+3,582
100
$283K 0.09%
+4,198