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
451
$3.11M 0.02%
50,433
+237
452
$3.11M 0.02%
22,145
+1,575
453
$3.1M 0.02%
200,700
-11,950
454
$3.09M 0.02%
+62,610
455
$3.08M 0.02%
20,415
-101
456
$3.07M 0.02%
17,703
+310
457
$3.05M 0.02%
73,296
-3,682
458
$3.04M 0.02%
45,021
-1,949
459
$3.04M 0.02%
58,802
+2,170
460
$3.01M 0.02%
28,196
+1,620
461
$3M 0.02%
17,440
-494
462
$2.99M 0.02%
4,325
+56
463
$2.98M 0.02%
112,595
+2,971
464
$2.96M 0.01%
44,861
-628
465
$2.95M 0.01%
8,545
-2,704
466
$2.86M 0.01%
20,906
+137
467
$2.84M 0.01%
20,291
+1,119
468
$2.83M 0.01%
15,841
+419
469
$2.79M 0.01%
37,338
-6,540
470
$2.79M 0.01%
25,922
+764
471
$2.79M 0.01%
48,053
+15,584
472
$2.79M 0.01%
11,853
+143
473
$2.78M 0.01%
33,438
+1,970
474
$2.75M 0.01%
147,600
-7,700
475
$2.7M 0.01%
99,934
-2,212
17 18
19
20 21