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
276
$8.35M 0.06%
214,235
+33,365
277
$8.35M 0.06%
158,628
+146,495
278
$8.34M 0.06%
374,105
-303,820
279
$8.24M 0.06%
270,760
+15,182
280
$8.24M 0.06%
88,318
+4,585
281
$8.24M 0.06%
130,745
-25,293
282
$8.22M 0.06%
41,366
-461
283
$8.17M 0.06%
435,893
-27,357
284
$8.15M 0.06%
49,620
-2,140
285
$7.93M 0.06%
183,905
+16,350
286
$7.92M 0.06%
31,480
+629
287
$7.86M 0.06%
181,991
-4,541
288
$7.81M 0.06%
39,266
-2,130
289
$7.77M 0.06%
99,918
-6,047
290
$7.74M 0.06%
151,418
+3,228
291
$7.72M 0.06%
321,871
-171,499
292
$7.69M 0.06%
328,121
-171,651
293
$7.69M 0.06%
100,728
-14,787
294
$7.65M 0.06%
78,377
-900
295
$7.49M 0.05%
199,442
-23,812
296
$7.48M 0.05%
314,308
-156,311
297
$7.42M 0.05%
185,438
-25,117
298
$7.39M 0.05%
59,856
+4,703
299
$7.25M 0.05%
136,488
+9,119
300
$7.18M 0.05%
81,256
-1,643
10 11
12
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