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
$110M
AUM Growth
-$1.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1 +$5.86M
2 +$352K
3 +$260K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$256K
5
IBM icon
IBM
IBM
+$192K

Sector Composition

1 Technology 1.65%
2 Financials 1.17%
3 Industrials 1.04%
4 Consumer Staples 0.94%
5 Healthcare 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$21K 0.02%
+800
177
$21K 0.02%
+85
178
$21K 0.02%
4,000
179
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+280
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+1,400
181
$20K 0.02%
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182
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+225
183
$20K 0.02%
175
184
$20K 0.02%
494
185
$20K 0.02%
100
186
$20K 0.02%
253
+190
187
$20K 0.02%
453
188
$20K 0.02%
+102
189
$19K 0.02%
140
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185
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400
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$19K 0.02%
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$19K 0.02%
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$19K 0.02%
359
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195
$19K 0.02%
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$18K 0.02%
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$18K 0.02%
360
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$18K 0.02%
9,600