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
$17.9B
AUM Growth
+$78.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,095
New
Increased
Reduced
Closed

Top Buys

1
+$112M
2
+$39.4M
3
+$31.3M
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$27M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$21.8M

Top Sells

1
+$159M
2
+$65.5M
3
+$51.5M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$49.1M
5
STE icon
Steris
STE
+$29.8M

Sector Composition

1 Technology 9.26%
2 Healthcare 6.33%
3 Financials 5.48%
4 Industrials 4.12%
5 Consumer Discretionary 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$1.97M 0.01%
21,614
-4,659
452
$1.94M 0.01%
22,274
-1,322
453
$1.94M 0.01%
8,469
-225
454
$1.92M 0.01%
6,684
-21,258
455
$1.91M 0.01%
6,334
-735
456
$1.9M 0.01%
3,360
-23,112
457
$1.9M 0.01%
22,538
-1,435
458
$1.89M 0.01%
34,946
+1,760
459
$1.87M 0.01%
23,935
-3,364
460
$1.87M 0.01%
31,721
+567
461
$1.86M 0.01%
8,760
-3,318
462
$1.84M 0.01%
13,326
-1,289
463
$1.84M 0.01%
11,059
-2,848
464
$1.83M 0.01%
24,756
-666
465
$1.82M 0.01%
21,703
-1,078
466
$1.8M 0.01%
5,468
-399
467
$1.8M 0.01%
48,117
+1,899
468
$1.79M 0.01%
24,994
+27
469
$1.79M 0.01%
14,533
-9,657
470
$1.78M 0.01%
5,008
-3,981
471
$1.78M 0.01%
24,763
-5,410
472
$1.77M 0.01%
74,430
-4,553
473
$1.75M 0.01%
8,427
-569
474
$1.71M 0.01%
30,598
-4,991
475
$1.7M 0.01%
52,613
+71
17 18
19
20 21