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
$289M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Sector Composition

1 Technology 1.89%
2 Healthcare 1.71%
3 Real Estate 0.65%
4 Industrials 0.38%
5 Communication Services 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$214K 0.07%
+510
77
$214K 0.07%
+615
78
$213K 0.07%
+1,626
79
$212K 0.07%
+10,428
80
$208K 0.07%
+2,094
81
$202K 0.07%
+2,138