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
$18.2B
AUM Growth
-$2.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,212
New
Increased
Reduced
Closed

Top Buys

1
+$111M
2
+$43.5M
3
+$39.9M
4
AAPL icon
Apple
AAPL
+$37.9M
5
TRI icon
Thomson Reuters
TRI
+$34M

Top Sells

1
+$36.1M
2
+$27.8M
3
+$25.9M
4
ITB icon
iShares US Home Construction ETF
ITB
+$20.4M
5
XOM icon
Exxon Mobil
XOM
+$18.5M

Sector Composition

1 Technology 10.09%
2 Healthcare 6.76%
3 Financials 5.41%
4 Industrials 4.55%
5 Consumer Discretionary 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$12.7M 0.07%
555,742
+31,113
227
$12.7M 0.07%
203,262
+3,809
228
$12.6M 0.07%
602,978
-169,695
229
$12.5M 0.07%
152,270
-152
230
$12.4M 0.07%
187,918
+157
231
$12.4M 0.07%
71,414
-6,575
232
$12.3M 0.07%
246,335
+4,872
233
$12.2M 0.07%
162,334
+81,948
234
$12.1M 0.07%
25,530
+1,956
235
$12M 0.07%
133,644
+6,323
236
$11.9M 0.07%
382,835
-25,611
237
$11.8M 0.06%
77,271
+339
238
$11.8M 0.06%
82,326
+11,940
239
$11.8M 0.06%
113,262
+6,614
240
$11.6M 0.06%
105,352
-26,210
241
$11.5M 0.06%
307,318
-6,569
242
$11.4M 0.06%
224,678
+8,814
243
$11.4M 0.06%
212,150
-1,530
244
$11.3M 0.06%
260,212
+22,093
245
$11.2M 0.06%
56,928
-3,018
246
$11.2M 0.06%
53,701
-1,567
247
$10.9M 0.06%
89,519
-2,355
248
$10.9M 0.06%
85,621
-299
249
$10.8M 0.06%
448,755
+22,712
250
$10.8M 0.06%
152,142
+1,125
8 9
10
11 12