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
376
$6.46M 0.04%
160,681
+22,855
377
$6.42M 0.04%
181,834
-1,908
378
$6.36M 0.04%
21,211
-1,382
379
$6.33M 0.04%
245,228
-2,981
380
$6.32M 0.04%
30,120
+1,685
381
$6.26M 0.04%
80,565
+78
382
$6.26M 0.04%
130,563
+1,425
383
$6.25M 0.04%
172,077
+44,821
384
$6.23M 0.04%
51,502
-738
385
$6.14M 0.04%
57,753
+86
386
$6.11M 0.04%
239,175
-7,220
387
$6.11M 0.04%
64,511
+18,466
388
$6.09M 0.04%
141,965
+91,980
389
$6.07M 0.04%
76,232
-10,857
390
$6.07M 0.04%
132,660
-4,528
391
$6.03M 0.04%
101,276
+7,956
392
$6.02M 0.04%
285,006
-30,597
393
$5.99M 0.04%
69,595
-12,248
394
$5.91M 0.04%
133,991
+3,211
395
$5.87M 0.04%
296,130
+6,430
396
$5.79M 0.04%
191,400
+5,300
397
$5.73M 0.04%
+404,277
398
$5.64M 0.04%
218,796
+25,726
399
$5.63M 0.04%
67,960
+1,817
400
$5.63M 0.04%
54,804
+44
14 15
16
17 18