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
426
$3.27M 0.02%
60,986
-13,688
427
$3.25M 0.02%
58,139
-1,078
428
$3.2M 0.02%
46,318
-59,210
429
$3.17M 0.02%
117,609
-23,364
430
$3.14M 0.02%
72,654
-113
431
$3.1M 0.02%
193,750
+57,700
432
$3.09M 0.02%
32,208
+26,026
433
$3.09M 0.02%
70,574
434
$3.08M 0.02%
82,297
-165,622
435
$3.08M 0.02%
21,931
+222
436
$3.07M 0.02%
18,946
+339
437
$3.07M 0.02%
18,786
-2,721
438
$3.06M 0.02%
+77,037
439
$3.06M 0.02%
111,200
+1,400
440
$3.04M 0.02%
31,370
+6,137
441
$3.01M 0.02%
64,906
-1,662
442
$3.01M 0.02%
60,656
-906
443
$3.01M 0.02%
26,974
-8,949
444
$2.96M 0.02%
36,913
+14,200
445
$2.93M 0.02%
38,852
-3,506
446
$2.93M 0.02%
104,836
+40,387
447
$2.92M 0.02%
50,699
-2,151
448
$2.89M 0.02%
24,076
-1,400
449
$2.88M 0.02%
247,250
-97,567
450
$2.85M 0.02%
106,852
-17,201
16 17
18
19 20