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
426
$4.85M 0.03%
263,743
-1,125
427
$4.84M 0.03%
12,908
+70
428
$4.84M 0.03%
35,330
+4,111
429
$4.76M 0.03%
89,572
+513
430
$4.75M 0.03%
79,684
+10,092
431
$4.7M 0.03%
+143,143
432
$4.7M 0.03%
97,829
-1,275
433
$4.66M 0.03%
18,043
-9,375
434
$4.65M 0.03%
30,718
-9,895
435
$4.64M 0.03%
28,042
+129
436
$4.63M 0.03%
81,056
+3,852
437
$4.62M 0.03%
9,522
+7,921
438
$4.61M 0.03%
82,176
+17,069
439
$4.56M 0.03%
203,261
-20,086
440
$4.54M 0.03%
80,310
+5,695
441
$4.42M 0.03%
87,264
+771
442
$4.41M 0.03%
110,961
+6,362
443
$4.38M 0.03%
26,234
-34,161
444
$4.35M 0.03%
50,365
+1,336
445
$4.35M 0.03%
33,896
+4,599
446
$4.31M 0.03%
92,911
+4,036
447
$4.3M 0.03%
213,976
-1,758
448
$4.3M 0.03%
7,684
+76
449
$4.26M 0.03%
59,651
+2
450
$4.21M 0.03%
14,757
-1,397
16 17
18
19 20