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
$13.7B
AUM Growth
+$1.65B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,275
New
Increased
Reduced
Closed

Top Buys

1
+$66.5M
2
+$38.9M
3
+$34M
4
ADP icon
Automatic Data Processing
ADP
+$24.2M
5
POOL icon
Pool Corp
POOL
+$22.6M

Top Sells

1
+$131M
2
+$125M
3
+$45.5M
4
VUG icon
Vanguard Growth ETF
VUG
+$28.3M
5
AMGN icon
Amgen
AMGN
+$28M

Sector Composition

1 Technology 11.62%
2 Healthcare 6.73%
3 Financials 5.39%
4 Consumer Discretionary 4.92%
5 Industrials 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$11.7M 0.08%
56,391
+3,209
227
$11.7M 0.08%
83,535
+1,022
228
$11.5M 0.08%
195,533
-19,447
229
$11.5M 0.08%
188,273
-31,556
230
$11.4M 0.08%
373,009
-80,311
231
$11.4M 0.08%
403,406
+1,607
232
$11.4M 0.08%
93,816
+2,910
233
$11.3M 0.08%
88,958
-4,051
234
$11.2M 0.08%
325,655
-18,561
235
$11.2M 0.08%
103,913
-6,925
236
$11.1M 0.08%
315,435
-1,008
237
$10.9M 0.08%
314,653
+57,896
238
$10.8M 0.08%
226,784
-14,086
239
$10.6M 0.08%
+395,803
240
$10.6M 0.08%
293,651
+6,527
241
$10.5M 0.08%
334,310
+681
242
$10.4M 0.08%
56,516
-6,748
243
$10.4M 0.08%
211,645
-9,700
244
$10.2M 0.07%
62,155
-2,760
245
$10.2M 0.07%
200,978
-261,403
246
$10.1M 0.07%
116,580
-7,068
247
$10.1M 0.07%
165,561
+3,625
248
$10M 0.07%
582,417
+216,156
249
$9.97M 0.07%
59,194
-2,817
250
$9.95M 0.07%
55,152
+955
8 9
10
11 12