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
376
$4.91M 0.02%
154,103
-5,565
377
$4.88M 0.02%
180,990
+932
378
$4.87M 0.02%
38,523
-47
379
$4.72M 0.02%
12,940
+406
380
$4.65M 0.02%
35,003
+2,317
381
$4.64M 0.02%
84,689
+9,009
382
$4.57M 0.02%
72,332
+3,452
383
$4.5M 0.02%
22,718
+95
384
$4.48M 0.02%
16,018
+8,524
385
$4.43M 0.02%
51,606
+1,530
386
$4.42M 0.02%
214,509
+151,460
387
$4.41M 0.02%
55,707
-101
388
$4.41M 0.02%
19,062
+2,332
389
$4.34M 0.02%
60,231
+49,720
390
$4.31M 0.02%
78,950
+59,790
391
$4.29M 0.02%
47,044
-3,885
392
$4.27M 0.02%
163,525
-3,586
393
$4.25M 0.02%
36,482
-173
394
$4.21M 0.02%
164,955
+40,626
395
$4.21M 0.02%
63,511
-2,115
396
$4.2M 0.02%
159,849
-2,049
397
$4.19M 0.02%
163,531
-1,975
398
$4.16M 0.02%
37,415
-490
399
$4.13M 0.02%
121,510
-12,657
400
$4.11M 0.02%
15,994
+1,120
14 15
16
17 18