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
376
$4.53M 0.03%
80,804
-23,736
377
$4.5M 0.03%
38,058
-1,409
378
$4.48M 0.03%
176,966
-24,464
379
$4.45M 0.03%
+49,527
380
$4.44M 0.03%
208,834
+75,601
381
$4.44M 0.03%
58,596
+308
382
$4.44M 0.03%
25,960
-1,072
383
$4.38M 0.03%
55,189
-288
384
$4.35M 0.03%
43,188
-416
385
$4.32M 0.03%
30,264
-1,949
386
$4.3M 0.03%
126,438
-24,541
387
$4.3M 0.03%
110,328
-10,124
388
$4.22M 0.03%
476,660
-794
389
$4.17M 0.03%
153,000
-10,650
390
$4.16M 0.03%
128,650
+33,250
391
$4.14M 0.03%
40,418
-17,451
392
$4.07M 0.03%
23,962
+209
393
$4.01M 0.03%
88,254
+2,371
394
$3.98M 0.03%
55,413
-1,259
395
$3.97M 0.03%
93,699
-60,327
396
$3.96M 0.03%
54,081
-2,598
397
$3.96M 0.03%
71,832
+264
398
$3.94M 0.03%
68,824
-3,686
399
$3.93M 0.03%
180,259
+99,855
400
$3.91M 0.03%
19,803
-630
14 15
16
17 18