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
$112M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
368
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.43%
2 Financials 1.13%
3 Industrials 0.81%
4 Communication Services 0.8%
5 Energy 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$21K 0.02%
+622
177
$21K 0.02%
+470
178
$21K 0.02%
+340
179
$21K 0.02%
+494
180
$21K 0.02%
+252
181
$20K 0.02%
+140
182
$20K 0.02%
+617
183
$20K 0.02%
+4,000
184
$19K 0.02%
+185
185
$19K 0.02%
+165
186
$19K 0.02%
+2,615
187
$19K 0.02%
+750
188
$19K 0.02%
+9,600
189
$19K 0.02%
+150
190
$19K 0.02%
+406
191
$19K 0.02%
+712
192
$18K 0.02%
+50
193
$18K 0.02%
+300
194
$18K 0.02%
+175
195
$18K 0.02%
+444
196
$18K 0.02%
+100
197
$18K 0.02%
+63
198
$18K 0.02%
+459
199
$17K 0.02%
+275
200
$17K 0.02%
+280