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
$205M
AUM Growth
-$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$208K
2
+$206K
3
+$205K
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$204K
5
KOMP icon
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
+$149K

Top Sells

1
+$13.6M
2
+$9.35M
3
+$9.03M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$8.31M
5
VB icon
Vanguard Small-Cap ETF
VB
+$7.4M

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
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