StockDriftsStockDriftsTop 50 Urban Financial Advisory Corp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 31.29% | 136.1K | $88.5M | -3.94%(-5.58K) | $453.47(+64.24%) | 2026-03-31 | |
| IJR | ISHARES TR | 13.03% | 296.5K | $36.9M | +573.95%(+252.54K) | $119.63(+22.45%) | 2026-03-31 | |
| IJH | ISHARES TR | 12.04% | 504.2K | $34.0M | +2.79%(+13.67K) | $53.52(+42.17%) | 2026-03-31 | |
| FNDX | SCHWAB STRATEGIC TR | 10.62% | 1.08M | $30.0M | +35.77%(+284.07K) | $24.69(+26.63%) | 2026-03-31 | |
| AKRE | PROFESIONALLY MANAGED PORTFO | 8.94% | 478.5K | $25.3M | +8.68%(+38.23K) | $65.00(-14.36%) | 2026-03-31 | |
| PICB | INVESCO EXCH TRADED FD TR II | 5.08% | 621.7K | $14.4M | -31.57%(-286.86K) | $22.69(+2.18%) | 2026-03-31 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 4.8% | 171.4K | $13.6M | +6.59%(+10.60K) | $76.78(+2.62%) | 2026-03-31 | |
| IEFA | ISHARES TR | 4.34% | 135.5K | $12.3M | +14.52%(+17.19K) | $73.72(+31.98%) | 2026-03-31 | |
| EEM | ISHARES TR | 2.47% | 123.1K | $7.0M | +10.19%(+11.38K) | $43.00(+52.81%) | 2026-03-31 | |
| EFA | ISHARES TR | 1.09% | 31.7K | $3.1M | +9.61%(+2.78K) | $75.49(+38.26%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.38% | +34.48% |
| Top 20 Holdings Unweighted | +9.20% | +30.21% |
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