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
426
$3.48M 0.02%
26,689
+1,407
427
$3.48M 0.02%
44,928
+328
428
$3.46M 0.02%
75,670
-13,291
429
$3.44M 0.02%
92,220
+50
430
$3.44M 0.02%
2,303
-19
431
$3.42M 0.02%
38,499
-45
432
$3.4M 0.02%
42,570
-26,279
433
$3.39M 0.02%
71,812
-6,773
434
$3.34M 0.02%
113,950
+600
435
$3.33M 0.02%
25,531
+485
436
$3.31M 0.02%
8,657
+25
437
$3.3M 0.02%
109,222
-1,468
438
$3.29M 0.02%
11,274
-996
439
$3.27M 0.02%
12,319
+2,168
440
$3.27M 0.02%
154,750
-27,831
441
$3.26M 0.02%
20,677
-82
442
$3.25M 0.02%
122,001
+4,252
443
$3.23M 0.02%
133,139
+5,358
444
$3.19M 0.02%
49,265
+1,733
445
$3.18M 0.02%
59,536
+28,154
446
$3.18M 0.02%
162,525
+84,252
447
$3.17M 0.02%
34,663
-4,891
448
$3.17M 0.02%
30,577
+949
449
$3.17M 0.02%
70,126
+63,460
450
$3.13M 0.02%
203,400
+7,292
16 17
18
19 20