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
476
$2.35M 0.02%
330,332
-21,071
477
$2.35M 0.02%
33,809
-10,379
478
$2.34M 0.02%
79,234
-5,136
479
$2.34M 0.02%
42,501
+1,035
480
$2.33M 0.02%
+41,047
481
$2.33M 0.02%
86,080
-925
482
$2.32M 0.02%
+62,240
483
$2.32M 0.02%
41,152
+17,590
484
$2.31M 0.02%
20,291
-1,407
485
$2.31M 0.02%
166,338
+12,498
486
$2.31M 0.02%
56,499
-4,427
487
$2.3M 0.02%
83,477
+3,358
488
$2.28M 0.02%
31,356
-932
489
$2.26M 0.02%
29,783
+7,268
490
$2.25M 0.02%
72,941
-4,744
491
$2.23M 0.02%
29,120
+104
492
$2.22M 0.02%
17,883
+200
493
$2.21M 0.02%
79,025
+6,200
494
$2.19M 0.02%
8,322
-121
495
$2.17M 0.02%
148,534
-7,825
496
$2.16M 0.02%
15,760
-701
497
$2.15M 0.02%
+326,600
498
$2.15M 0.02%
17,494
-1,481
499
$2.14M 0.02%
89,150
-2,675
500
$2.13M 0.02%
43,262
-2,736
18 19
20
21 22