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
401
$4.08M 0.02%
5,078
+39
402
$4.07M 0.02%
39,572
-1,510
403
$4.07M 0.02%
38,318
-1,672
404
$4.04M 0.02%
+90,058
405
$4.01M 0.02%
70,383
+608
406
$3.96M 0.02%
146,728
-1,963
407
$3.95M 0.02%
55,249
-580
408
$3.94M 0.02%
140,612
-1,980
409
$3.92M 0.02%
99,621
+727
410
$3.88M 0.02%
8,761
+347
411
$3.78M 0.02%
13,711
+897
412
$3.77M 0.02%
9
-8
413
$3.73M 0.02%
50,768
+1,697
414
$3.73M 0.02%
73,377
-18,382
415
$3.73M 0.02%
80,969
+37,531
416
$3.72M 0.02%
73,861
+55,510
417
$3.69M 0.02%
176,660
-100,005
418
$3.68M 0.02%
25,465
-388
419
$3.68M 0.02%
56,001
-138,270
420
$3.66M 0.02%
16,156
-32,774
421
$3.66M 0.02%
12,113
-279
422
$3.61M 0.02%
25,326
+4,322
423
$3.59M 0.02%
12,361
-1,318
424
$3.59M 0.02%
177,907
-7,672
425
$3.58M 0.02%
15,154
+1,774
15 16
17
18 19