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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
1 Year Est. Return
+4.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$205M
AUM Growth
-$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$204K
2
+$200K
3
+$189K
4
OXY icon
Occidental Petroleum
OXY
+$179K
5
KOMP icon
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
+$147K

Top Sells

1
+$13.5M
2
+$8.9M
3
+$8.8M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$7.89M
5
VB icon
Vanguard Small-Cap ETF
VB
+$7.28M

Sector Composition

1 Healthcare 2.53%
2 Technology 1.56%
3 Industrials 1.11%
4 Consumer Discretionary 1%
5 Financials 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$205K 0.1%
1,488
-46,758
77
$204K 0.1%
1,514
-413
78
– –
-5,944
79
– –
-15,072
80
– –
-1,800
81
– –
-1,960
82
– –
-27,963
83
– –
-5,708
84
– –
-21,531
85
– –
-32,392
86
– –
-12,320
87
– –
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88
– –
-3,855
89
– –
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90
– –
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91
– –
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92
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93
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94
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95
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96
– –
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97
– –
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98
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99
– –
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100
– –
-3,825
2 3
4
5 6