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
$220M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$3.37M
2 +$1.01M
3 +$868K
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$464K
5
VB icon
Vanguard Small-Cap ETF
VB
+$387K

Top Sells

1 +$2.61M
2 +$204K
3 +$197K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$154K
5
MBB icon
iShares MBS ETF
MBB
+$143K

Sector Composition

1 Healthcare 3.03%
2 Technology 1.93%
3 Consumer Discretionary 1.37%
4 Industrials 0.98%
5 Financials 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$213K 0.1%
+1,509
77
$206K 0.09%
4,097
+221
78
$203K 0.09%
+1,220
79
-42,887
80
-3,185