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
301
$7.08M 0.05%
24,397
+3,846
302
$6.98M 0.05%
73,490
+45,710
303
$6.9M 0.05%
63,964
-3,961
304
$6.88M 0.05%
220,647
+10,961
305
$6.84M 0.05%
262,087
+26,911
306
$6.78M 0.05%
297,680
-153,601
307
$6.78M 0.05%
225,782
-135,442
308
$6.77M 0.05%
178,861
+101,935
309
$6.68M 0.05%
47,246
-1,011
310
$6.59M 0.05%
273,678
+4,921
311
$6.56M 0.05%
27,158
+1,092
312
$6.53M 0.05%
130,872
+5,263
313
$6.42M 0.05%
337,727
+12,480
314
$6.41M 0.05%
47,925
+5,706
315
$6.37M 0.05%
162,302
+836
316
$6.32M 0.05%
52,537
-22,467
317
$6.28M 0.05%
36,048
+3,765
318
$6.25M 0.05%
103,309
+10,476
319
$6.22M 0.05%
120,812
-29,107
320
$6.21M 0.05%
297,395
+25,197
321
$6.18M 0.04%
135,710
-25,688
322
$6.18M 0.04%
109,015
-9,533
323
$6.14M 0.04%
90,584
+6,139
324
$5.95M 0.04%
278,361
+93,681
325
$5.86M 0.04%
+127,801
11 12
13
14 15