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
$332M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1 +$31.8M
2 +$25.3M
3 +$19.5M
4
VB icon
Vanguard Small-Cap ETF
VB
+$15.8M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$15.4M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 1.7%
2 Technology 1.27%
3 Consumer Discretionary 1.1%
4 Industrials 0.88%
5 Financials 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$212K 0.06%
+1,828
127
$211K 0.06%
+888
128
$207K 0.06%
+758
129
$201K 0.06%
+2,981
130
$181K 0.05%
+10,530