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
501
$2.27M 0.01%
56,637
-4,775
502
$2.27M 0.01%
31,136
+43
503
$2.26M 0.01%
15,572
-1,190
504
$2.23M 0.01%
14,301
+24
505
$2.22M 0.01%
33,811
-1,777
506
$2.2M 0.01%
11,923
+1,076
507
$2.19M 0.01%
36,557
-338
508
$2.18M 0.01%
18,401
-848
509
$2.17M 0.01%
19,632
-1,967
510
$2.16M 0.01%
25,251
-2,520
511
$2.15M 0.01%
46,370
-20,382
512
$2.14M 0.01%
40,272
+1,940
513
$2.11M 0.01%
28,512
+121
514
$2.11M 0.01%
62,688
+8,863
515
$2.11M 0.01%
28,914
-1,682
516
$2.11M 0.01%
34,668
-4,958
517
$2.11M 0.01%
18,319
-589
518
$2.1M 0.01%
8,509
-357
519
$2.1M 0.01%
131,314
-22
520
$2.09M 0.01%
114,227
-3,000
521
$2.09M 0.01%
10,490
-1,159
522
$2.06M 0.01%
10,723
+1,008
523
$2.02M 0.01%
32,318
+978
524
$2.02M 0.01%
25,840
+2,680
525
$2.01M 0.01%
25,596
-2,620
19 20
21
22 23