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
326
$5.82M 0.04%
231,218
-27,831
327
$5.68M 0.04%
8,087
+3,576
328
$5.67M 0.04%
220,737
-29,206
329
$5.63M 0.04%
107,254
+89,688
330
$5.58M 0.04%
132,728
+4,730
331
$5.57M 0.04%
245,913
-13,848
332
$5.54M 0.04%
70,052
+27,414
333
$5.53M 0.04%
64,548
+360
334
$5.52M 0.04%
133,869
+5,204
335
$5.5M 0.04%
87,834
-68,845
336
$5.45M 0.04%
211,738
-10,164
337
$5.43M 0.04%
137,957
-963
338
$5.43M 0.04%
79,015
+2,523
339
$5.41M 0.04%
16,196
-730
340
$5.4M 0.04%
67,572
-1,716
341
$5.38M 0.04%
195,955
-15,750
342
$5.36M 0.04%
53,203
+3,824
343
$5.31M 0.04%
67,443
-4,149
344
$5.31M 0.04%
202,457
-30,588
345
$5.3M 0.04%
26,886
-469
346
$5.25M 0.04%
279,463
+28,389
347
$5.25M 0.04%
15,140
-1,612
348
$5.23M 0.04%
59,762
-214
349
$5.23M 0.04%
26,367
+1,395
350
$5.18M 0.04%
79,740
-581
12 13
14
15 16