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
351
$7.34M 0.05%
66,436
+526
352
$7.33M 0.05%
262,755
+170,520
353
$7.31M 0.05%
229,505
-149,795
354
$7.23M 0.05%
399,890
+3,410
355
$7.17M 0.05%
85,484
+3,896
356
$7.06M 0.05%
297,526
-51,414
357
$7.05M 0.05%
84,144
+17,217
358
$7.03M 0.05%
69,770
+5,056
359
$6.99M 0.05%
43,762
+11,593
360
$6.86M 0.04%
61,608
-177,352
361
$6.81M 0.04%
72,703
+7,461
362
$6.81M 0.04%
117,004
-14,960
363
$6.74M 0.04%
270,088
-1,869
364
$6.74M 0.04%
83,201
+15,550
365
$6.72M 0.04%
263,274
+705
366
$6.65M 0.04%
72,884
+6,309
367
$6.63M 0.04%
44,249
-1,079
368
$6.57M 0.04%
25,209
-3
369
$6.54M 0.04%
107,169
+20,450
370
$6.54M 0.04%
142,638
+131,926
371
$6.53M 0.04%
154,946
+46,148
372
$6.51M 0.04%
82,675
-10,134
373
$6.5M 0.04%
248,307
+940
374
$6.48M 0.04%
251,506
+1,416
375
$6.47M 0.04%
255,892
+14,327
13 14
15
16 17