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
351
$5.95M 0.03%
89,590
+4,370
352
$5.85M 0.03%
221,957
-2,330
353
$5.83M 0.03%
223,373
-6,313
354
$5.76M 0.03%
112,253
-10,158
355
$5.73M 0.03%
53,619
-353
356
$5.71M 0.03%
69,748
-1,369
357
$5.65M 0.03%
69,814
+340
358
$5.64M 0.03%
10,260
-2,212
359
$5.63M 0.03%
54,988
+3,282
360
$5.6M 0.03%
23,174
+245
361
$5.53M 0.03%
90,264
+1,326
362
$5.45M 0.03%
214,564
-8,058
363
$5.44M 0.03%
95,344
-12,778
364
$5.4M 0.03%
47,963
-8,308
365
$5.27M 0.03%
88,391
+693
366
$5.26M 0.03%
45,099
-558
367
$5.22M 0.03%
127,936
-3,179
368
$5.12M 0.03%
10,435
-1,350
369
$5.06M 0.03%
33,590
-617
370
$5.06M 0.03%
204,109
-10,390
371
$5.03M 0.03%
50,461
-1,644
372
$4.96M 0.03%
51,965
-2,873
373
$4.96M 0.03%
10,961
-514
374
$4.95M 0.02%
7,843
+16
375
$4.94M 0.02%
10,594
-5,550
13 14
15
16 17