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
$60.2M
AUM Growth
-$45.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
676
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Staples 3.21%
2 Technology 2.65%
3 Financials 2.33%
4 Industrials 1.76%
5 Healthcare 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$21K 0.03%
+313
202
$21K 0.03%
179
+119
203
$21K 0.03%
800
204
$20K 0.03%
+352
205
$20K 0.03%
+255
206
$20K 0.03%
+473
207
$20K 0.03%
346
+330
208
$20K 0.03%
420
+384
209
$20K 0.03%
1,200
210
$20K 0.03%
+124
211
$19K 0.03%
700
212
$19K 0.03%
109
+102
213
$19K 0.03%
107
+101
214
$19K 0.03%
252
215
$19K 0.03%
102
216
$19K 0.03%
+2,097
217
$19K 0.03%
+254
218
$19K 0.03%
226
+204
219
$18K 0.03%
+655
220
$18K 0.03%
1,220
221
$18K 0.03%
+1,080
222
$18K 0.03%
+175
223
$18K 0.03%
+3,000
224
$17K 0.03%
225
225
$17K 0.03%
100