UFA
US Financial Advisors Portfolio holdings
AUM
$338M
1-Year Return
4.11%
This Quarter Return
+2.87%
1 Year Return
+4.11%
3 Year Return
+12.63%
5 Year Return
–
10 Year Return
–
AUM
$112M
AUM Growth
–
Cap. Flow
+$112M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
57.8%
Holding
368
New
368
Increased
–
Reduced
–
Closed
–
Top Buys
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% |
