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
326
$6.79M 0.03%
93,090
+574
327
$6.75M 0.03%
141,887
-7,412
328
$6.75M 0.03%
83,251
+149
329
$6.71M 0.03%
50,162
+6,962
330
$6.7M 0.03%
62,416
-6,142
331
$6.69M 0.03%
64,603
-309
332
$6.68M 0.03%
+141,706
333
$6.59M 0.03%
108,469
+10,707
334
$6.59M 0.03%
97,682
+33,390
335
$6.57M 0.03%
210,120
-5,624
336
$6.55M 0.03%
27,645
-279
337
$6.52M 0.03%
75,861
-6,445
338
$6.5M 0.03%
25,869
+1,005
339
$6.39M 0.03%
+109,453
340
$6.39M 0.03%
134,043
-13,680
341
$6.31M 0.03%
279,985
+124,591
342
$6.27M 0.03%
104,927
+4,787
343
$6.25M 0.03%
235,266
-2,684
344
$6.21M 0.03%
193,439
+64,505
345
$6.15M 0.03%
198,200
+16,700
346
$6.09M 0.03%
52,697
+163
347
$6.05M 0.03%
129,915
+2,615
348
$6.01M 0.03%
61,203
-2,497
349
$6M 0.03%
114,151
-565
350
$5.99M 0.03%
20,076
+3,227
12 13
14
15 16