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
$15.5B
AUM Growth
+$1.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,441
New
Increased
Reduced
Closed

Top Buys

1
+$43.3M
2
+$41.6M
3
+$40.3M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$26.7M
5
MSFT icon
Microsoft
MSFT
+$26.6M

Top Sells

1
+$43.8M
2
+$37.7M
3
+$31.6M
4
SPGI icon
S&P Global
SPGI
+$30M
5
FDX icon
FedEx
FDX
+$29.8M

Sector Composition

1 Technology 10.16%
2 Financials 6.9%
3 Healthcare 6.56%
4 Industrials 5.18%
5 Consumer Discretionary 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$8.61M 0.06%
+93,291
327
$8.4M 0.05%
141,734
+25,850
328
$8.38M 0.05%
95,585
+15,964
329
$8.34M 0.05%
63,480
+14,191
330
$8.28M 0.05%
773,838
-25
331
$8.27M 0.05%
29,295
+32
332
$8.19M 0.05%
25,386
+569
333
$8.08M 0.05%
102,010
+17,594
334
$8M 0.05%
142,058
+119,901
335
$7.87M 0.05%
48,384
+7,862
336
$7.86M 0.05%
174,781
+55,981
337
$7.82M 0.05%
81,616
+3,394
338
$7.81M 0.05%
156,518
-878,170
339
$7.79M 0.05%
181,080
+8,975
340
$7.66M 0.05%
396,963
-6,795
341
$7.66M 0.05%
137,751
+10,242
342
$7.65M 0.05%
54,462
+14,501
343
$7.56M 0.05%
129,332
-61,940
344
$7.55M 0.05%
134,945
-1,035
345
$7.52M 0.05%
32,014
+6,045
346
$7.52M 0.05%
284,871
+63,688
347
$7.49M 0.05%
160,771
+152,465
348
$7.48M 0.05%
95,398
-6,107
349
$7.38M 0.05%
82,800
+13,293
350
$7.35M 0.05%
53,420
+3,874
12 13
14
15 16