UCFA

United Capital Financial Advisors Portfolio holdings

AUM $13.9B
1-Year Est. Return 14.7%
This Quarter Est. Return
1 Year Est. Return
+14.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$15.5B
AUM Growth
+$1.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,441
New
Increased
Reduced
Closed

Top Buys

1
+$43.3M
2
+$41.6M
3
+$40.3M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$26.7M
5
MSFT icon
Microsoft
MSFT
+$26.6M

Top Sells

1
+$43.8M
2
+$37.7M
3
+$31.6M
4
SPGI icon
S&P Global
SPGI
+$30M
5
FDX icon
FedEx
FDX
+$29.8M

Sector Composition

1 Technology 10.16%
2 Financials 6.9%
3 Healthcare 6.56%
4 Industrials 5.18%
5 Consumer Discretionary 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$16.9M 0.11%
140,851
+2,115
227
$16.8M 0.11%
326,424
+4,632
228
$16.8M 0.11%
243,579
-459,327
229
$16.6M 0.11%
358,723
-26,723
230
$16.4M 0.11%
517,012
+14,490
231
$16.2M 0.1%
663,820
-27,721
232
$15.9M 0.1%
141,411
-4,117
233
$15.9M 0.1%
102,178
-1,043
234
$15.9M 0.1%
91,774
+2,199
235
$15.8M 0.1%
269,278
+26,985
236
$15.8M 0.1%
503,724
+61,798
237
$15.7M 0.1%
197,034
+28,218
238
$15.3M 0.1%
607,317
+44,732
239
$15.3M 0.1%
343,635
-930
240
$15.2M 0.1%
77,114
-8,086
241
$15.2M 0.1%
100,070
+46,734
242
$15.1M 0.1%
227,067
+79,145
243
$15M 0.1%
139,034
+18,637
244
$14.8M 0.1%
280,497
+5,519
245
$14.7M 0.1%
387,688
+9,053
246
$14.7M 0.09%
263,392
-6,519
247
$14.7M 0.09%
155,005
+3,927
248
$14.6M 0.09%
44,384
+7,638
249
$14.1M 0.09%
238,842
+8,186
250
$14M 0.09%
233,528
+7,835
8 9
10
11 12