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
476
$2.65M 0.01%
84,698
-1,477
477
$2.64M 0.01%
30,219
-1,128
478
$2.64M 0.01%
91,230
-1,791
479
$2.64M 0.01%
54,234
-2,314
480
$2.63M 0.01%
121,956
-7,098
481
$2.61M 0.01%
47,132
+14,474
482
$2.6M 0.01%
10,488
-1,384
483
$2.59M 0.01%
181,318
+65,709
484
$2.58M 0.01%
11,355
+49
485
$2.58M 0.01%
148,884
+36
486
$2.56M 0.01%
162,940
487
$2.56M 0.01%
10,572
+705
488
$2.55M 0.01%
14,754
+670
489
$2.54M 0.01%
239,426
-1,583
490
$2.51M 0.01%
5,737
-546
491
$2.5M 0.01%
15,295
-292
492
$2.45M 0.01%
15,850
+1,183
493
$2.36M 0.01%
15,941
-747
494
$2.35M 0.01%
26,486
-124
495
$2.34M 0.01%
35,394
-2,290
496
$2.34M 0.01%
1,071
+158
497
$2.34M 0.01%
32,587
+1,583
498
$2.32M 0.01%
48,326
499
$2.29M 0.01%
36,836
-36,698
500
$2.28M 0.01%
37,706
-1,391
18 19
20
21 22