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
$178M
AUM Growth
-$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$2.36M
2
+$592K
3
+$513K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$394K
5
CMC icon
Commercial Metals
CMC
+$240K

Top Sells

1
+$2.35M
2
+$799K
3
+$464K
4
BUD icon
AB InBev
BUD
+$444K
5
STLD icon
Steel Dynamics
STLD
+$423K

Sector Composition

1 Healthcare 3.1%
2 Technology 1.86%
3 Energy 1.33%
4 Industrials 0.63%
5 Consumer Staples 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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77
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78
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79
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-6,790
80
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-713
81
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-7,461
82
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-2,985
83
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-645
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4