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
$15.5B
AUM Growth
+$1.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,441
New
Increased
Reduced
Closed

Top Buys

1
+$43.3M
2
+$41.6M
3
+$40.3M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$26.7M
5
MSFT icon
Microsoft
MSFT
+$26.6M

Top Sells

1
+$43.8M
2
+$37.7M
3
+$31.6M
4
SPGI icon
S&P Global
SPGI
+$30M
5
FDX icon
FedEx
FDX
+$29.8M

Sector Composition

1 Technology 10.16%
2 Financials 6.9%
3 Healthcare 6.56%
4 Industrials 5.18%
5 Consumer Discretionary 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$3.67M 0.02%
22,298
+227
477
$3.65M 0.02%
163,750
-5,000
478
$3.65M 0.02%
69,610
+3,174
479
$3.64M 0.02%
68,774
-158
480
$3.63M 0.02%
71,660
-51,491
481
$3.6M 0.02%
74,291
+6,202
482
$3.59M 0.02%
82,332
-54,945
483
$3.53M 0.02%
71,975
-26,928
484
$3.48M 0.02%
+46,524
485
$3.47M 0.02%
+28,728
486
$3.46M 0.02%
23,775
+489
487
$3.44M 0.02%
22,724
-196,945
488
$3.43M 0.02%
40,956
+2,096
489
$3.4M 0.02%
198,065
+18,213
490
$3.4M 0.02%
10
+1
491
$3.38M 0.02%
119,800
-500
492
$3.37M 0.02%
39,447
+6,258
493
$3.36M 0.02%
18,291
+1,322
494
$3.35M 0.02%
12,263
-109,718
495
$3.28M 0.02%
62,188
+362
496
$3.28M 0.02%
128,371
-3,440
497
$3.27M 0.02%
16,011
+1,105
498
$3.26M 0.02%
167,674
-23,296
499
$3.25M 0.02%
21,633
+294
500
$3.21M 0.02%
77,038
+2,100
18 19
20
21 22