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
251
$9.95M 0.07%
198,906
-22,969
252
$9.85M 0.07%
189,351
-21,502
253
$9.74M 0.07%
420,836
+84,458
254
$9.73M 0.07%
428,112
-109,534
255
$9.71M 0.07%
333,752
+20,210
256
$9.66M 0.07%
73,720
+27,414
257
$9.66M 0.07%
236,902
+22,747
258
$9.59M 0.07%
52,308
-650
259
$9.55M 0.07%
79,197
+72,444
260
$9.51M 0.07%
476,206
+17,003
261
$9.5M 0.07%
75,076
-4,849
262
$9.22M 0.07%
197,970
263
$9.19M 0.07%
75,010
+926
264
$9.15M 0.07%
53,301
-13,940
265
$9.12M 0.07%
369,588
+345,603
266
$9.11M 0.07%
893,444
-9,671
267
$9.07M 0.07%
22,405
+234
268
$9.03M 0.07%
179,373
-434
269
$8.79M 0.06%
60,808
+3,352
270
$8.79M 0.06%
320,543
-12,787
271
$8.71M 0.06%
107,866
+4,422
272
$8.57M 0.06%
277,689
+258,980
273
$8.54M 0.06%
141,175
-32,065
274
$8.54M 0.06%
30,643
+19,968
275
$8.48M 0.06%
120,993
-3,510
9 10
11
12 13