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
$19.8B
AUM Growth
+$1.78B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,268
New
Increased
Reduced
Closed

Top Buys

1
+$180M
2
+$166M
3
+$56.5M
4
BDX icon
Becton Dickinson
BDX
+$47.9M
5
TTEC icon
TTEC Holdings
TTEC
+$33.7M

Top Sells

1
+$101M
2
+$54.5M
3
+$52.5M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$39.5M
5
VUG icon
Vanguard Growth ETF
VUG
+$15M

Sector Composition

1 Technology 10.1%
2 Healthcare 6.03%
3 Financials 5.29%
4 Consumer Discretionary 5.23%
5 Industrials 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$15M 0.08%
102,460
+10,900
227
$14.9M 0.08%
132,579
-465,627
228
$14.9M 0.08%
184,222
+4,785
229
$14.9M 0.08%
164,826
+155,684
230
$14.9M 0.07%
188,365
+9,057
231
$14.8M 0.07%
79,290
-2,401
232
$14.6M 0.07%
76,369
+64,284
233
$14.3M 0.07%
214,918
-5,524
234
$14.2M 0.07%
61,934
+11,629
235
$14.1M 0.07%
614,528
+13,939
236
$14.1M 0.07%
122,191
+7,603
237
$14.1M 0.07%
90,876
+7,131
238
$14M 0.07%
208,438
+5,468
239
$14M 0.07%
57,753
+1,006
240
$14M 0.07%
58,805
+206
241
$13.9M 0.07%
315,708
-9,264
242
$13.7M 0.07%
59,235
-1,026
243
$12.9M 0.07%
+254,836
244
$12.9M 0.07%
2,582,360
+94,520
245
$12.8M 0.06%
156,778
-2,249
246
$12.8M 0.06%
350,118
+15,460
247
$12.8M 0.06%
40,963
-4,931
248
$12.7M 0.06%
344,665
-18,707
249
$12.6M 0.06%
58,074
+3,909
250
$12.5M 0.06%
151,926
+3,444
8 9
10
11 12