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
351
$5.14M 0.04%
40,916
-277
352
$5.13M 0.04%
150,874
+11,031
353
$5.11M 0.04%
39,998
-3,326
354
$5.11M 0.04%
90,627
-327,195
355
$5.11M 0.04%
219,759
+65,763
356
$5.08M 0.04%
77,902
+8,915
357
$5.07M 0.04%
62,426
+122
358
$5.04M 0.04%
57,684
+12,291
359
$5M 0.04%
66,803
-2,921
360
$5M 0.04%
116,486
-46,804
361
$4.95M 0.04%
268,950
+27,219
362
$4.94M 0.04%
147,933
+8,061
363
$4.92M 0.04%
+33,225
364
$4.88M 0.04%
17,799
+1,374
365
$4.88M 0.04%
191,499
-14,812
366
$4.88M 0.04%
54,445
-338
367
$4.87M 0.04%
184,741
-23,666
368
$4.81M 0.04%
95,130
+6,629
369
$4.77M 0.03%
29,062
+24,909
370
$4.75M 0.03%
12,846
-982
371
$4.72M 0.03%
179,865
-14,404
372
$4.71M 0.03%
86,028
+9,056
373
$4.69M 0.03%
177,498
-14,338
374
$4.69M 0.03%
180,755
-14,257
375
$4.64M 0.03%
43,306
-1,805
13 14
15
16 17