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UFF

USA Financial Formulas Portfolio holdings

AUM $531M
1-Year Est. Return 28.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133M
AUM Growth
-$2.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$2.89M
2
+$2.7M
3
+$2.58M
4
TTWO icon
Take-Two Interactive
TTWO
+$2.52M
5
NFLX icon
Netflix
NFLX
+$2.52M

Top Sells

1
+$5.28M
2
+$4.85M
3
+$3.8M
4
AMD icon
Advanced Micro Devices
AMD
+$3.68M
5
MSFT icon
Microsoft
MSFT
+$3.64M

Sector Composition

1 Technology 32.5%
2 Healthcare 23.38%
3 Communication Services 10.77%
4 Consumer Discretionary 6.5%
5 Consumer Staples 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2K ﹤0.01%
+24
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$2K ﹤0.01%
+30
228
$2K ﹤0.01%
+11
229
$2K ﹤0.01%
7
230
$1K ﹤0.01%
8
231
$1K ﹤0.01%
3
232
$1K ﹤0.01%
24
233
$1K ﹤0.01%
14
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+8
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$1K ﹤0.01%
2
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$1K ﹤0.01%
71
237
$1K ﹤0.01%
5
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$1K ﹤0.01%
52
239
$1K ﹤0.01%
4
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$1K ﹤0.01%
7
241
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5
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19
243
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27
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$1K ﹤0.01%
7
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6
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246
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8
-15,111
247
$1K ﹤0.01%
14
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$1K ﹤0.01%
+9
249
$1K ﹤0.01%
+5
250
$1K ﹤0.01%
14
8 9
10
11 12