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
276
$9.68M 0.05%
69,375
+260
277
$9.61M 0.05%
80,087
+756
278
$9.59M 0.05%
173,802
+1,330
279
$9.54M 0.05%
84,864
+3,727
280
$9.46M 0.05%
354,540
+20,129
281
$9.35M 0.05%
153,496
+98
282
$9.32M 0.05%
102,914
+3,467
283
$9.29M 0.05%
95,638
-6,852
284
$9.24M 0.05%
226,297
+15,161
285
$9.23M 0.05%
44,668
+1,503
286
$9.09M 0.05%
75,180
+9,203
287
$9.09M 0.05%
51,979
+2,923
288
$9.09M 0.05%
181,291
+4,613
289
$9.03M 0.05%
171,400
+10,018
290
$8.97M 0.05%
126,729
-5,386
291
$8.71M 0.04%
16,331
+12
292
$8.6M 0.04%
62,995
-6,242
293
$8.56M 0.04%
71,585
+2,247
294
$8.55M 0.04%
21,700
+1,051
295
$8.5M 0.04%
281,438
-8,450
296
$8.37M 0.04%
304,510
+181,492
297
$8.33M 0.04%
20,885
+55
298
$8.3M 0.04%
367,723
-19,064
299
$8.21M 0.04%
163,558
-3,123
300
$8.11M 0.04%
403,470
+26,130
10 11
12
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