We are live on ! Find out more
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
$157M
AUM Growth
-$83.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
345
New
Increased
Reduced
Closed

Top Buys

1
+$3.87M
2
+$3.81M
3
+$3.79M
4
NVDA icon
NVIDIA
NVDA
+$3.68M
5
BIIB icon
Biogen
BIIB
+$3.53M

Top Sells

1
+$5.62M
2
+$4.99M
3
+$4.98M
4
SNPS icon
Synopsys
SNPS
+$4.93M
5
WMT icon
Walmart Inc
WMT
+$4.9M

Sector Composition

1 Technology 36.08%
2 Healthcare 15.15%
3 Communication Services 9.02%
4 Industrials 7.08%
5 Financials 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$0 ﹤0.01%
65
-113,031
277
– –
-28,589
278
– –
-3,956
279
– –
-9
280
$0 ﹤0.01%
+6
281
– –
-18,580
282
– –
-24,546
283
– –
-62,883
284
– –
-1,260
285
– –
-2,810
286
– –
-19,046
287
$0 ﹤0.01%
19
288
– –
-27,704
289
– –
-3,839
290
– –
-89,928
291
– –
-2,246
292
– –
-1,752
293
$0 ﹤0.01%
3
294
– –
-12,491
295
– –
-9,337
296
– –
-1,858
297
$0 ﹤0.01%
7
-8
298
– –
-2,299
299
– –
-2,775
300
$0 ﹤0.01%
2
-5,748
10 11
12
13 14