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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
$617M
AUM Growth
-$57.2K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$71.4M
2
+$71M
3
+$3.79M
4
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$3.25M
5
MU icon
Micron Technology
MU
+$2.33M

Top Sells

1
+$72.1M
2
+$68.7M
3
+$7.64M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.43M
5
NVDA icon
NVIDIA
NVDA
+$2.27M

Sector Composition

1 Technology 3.87%
2 Financials 3.66%
3 Industrials 3.63%
4 Communication Services 1.95%
5 Healthcare 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
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377
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378
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379
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-1,440
380
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381
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382
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-1,606
383
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-823
384
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-14,369
385
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-581
386
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-4,914
387
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388
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-447
389
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-2,798
390
– –
-2,911
391
– –
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