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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
$119M
AUM Growth
-$3.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.23M
3
+$1.2M
4
MAA icon
Mid-America Apartment Communities
MAA
+$1.2M
5
MHK icon
Mohawk Industries
MHK
+$1.18M

Top Sells

1
+$2M
2
+$1.85M
3
+$1.49M
4
ALGN icon
Align Technology
ALGN
+$1.38M
5
TPR icon
Tapestry
TPR
+$1.38M

Sector Composition

1 Technology 22.89%
2 Financials 21.35%
3 Industrials 11.61%
4 Consumer Discretionary 10.38%
5 Healthcare 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1K ﹤0.01%
24
352
$1K ﹤0.01%
42
353
$1K ﹤0.01%
15
-6
354
$1K ﹤0.01%
3
355
$1K ﹤0.01%
6
-1
356
$1K ﹤0.01%
2
357
$1K ﹤0.01%
+28
358
$1K ﹤0.01%
+13
359
$1K ﹤0.01%
+10
360
$1K ﹤0.01%
15
361
$1K ﹤0.01%
9
-27
362
$1K ﹤0.01%
9
-7
363
$1K ﹤0.01%
2
-3,979
364
$1K ﹤0.01%
+28
365
$1K ﹤0.01%
20
366
$1K ﹤0.01%
+28
367
$1K ﹤0.01%
12
-3
368
$1K ﹤0.01%
4
369
$1K ﹤0.01%
4
370
– –
-13
371
– –
-10,701
372
– –
-2,934
373
– –
-20
374
– –
-693
375
– –
-8,443
13 14
15
16 17