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
26
$82.7M 0.6%
384,952
+181,009
27
$80.7M 0.59%
754,664
+1,870
28
$79.9M 0.58%
1,327,244
+3,976
29
$79M 0.57%
1,117,020
-47,180
30
$77.7M 0.57%
649,774
+40,001
31
$77.1M 0.56%
691,615
+45,323
32
$76.4M 0.56%
900,100
+18,000
33
$73.6M 0.54%
368,692
-11,065
34
$72.6M 0.53%
1,556,881
+35,566
35
$72.3M 0.53%
4,331,199
-315,546
36
$72.3M 0.53%
834,615
-1,510,890
37
$70.4M 0.51%
1,362,122
+79,885
38
$70M 0.51%
1,564,880
+50,581
39
$69.1M 0.5%
734,197
+27,480
40
$68.5M 0.5%
354,524
-235,381
41
$68.2M 0.5%
1,918,840
-1,170
42
$67.6M 0.49%
222,827
+5,200
43
$67.5M 0.49%
269,326
-6,296
44
$66M 0.48%
739,864
-9,791
45
$65.1M 0.47%
484,370
+10,759
46
$64.9M 0.47%
1,081,097
+87,158
47
$63.9M 0.47%
5,177,550
-150,822
48
$63.1M 0.46%
620,652
+94,587
49
$61.2M 0.45%
1,533,729
-183,996
50
$60.5M 0.44%
663,555
+7,593
1
2
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