UCFA

United Capital Financial Advisors Portfolio holdings

AUM $16.6B
1-Year Est. Return 17.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.69B
AUM Growth
+$1.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
974
New
Increased
Reduced
Closed

Top Buys

1
+$95.9M
2
+$85.9M
3
+$80.7M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$70.5M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$63.2M

Top Sells

1
+$57.7M
2
+$10.1M
3
+$8.81M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$8M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$7.43M

Sector Composition

1 Energy 7.77%
2 Technology 7.09%
3 Healthcare 6.24%
4 Financials 6.22%
5 Industrials 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$795K 0.02%
+60,432
527
$794K 0.02%
10,351
-449
528
$793K 0.02%
32,422
529
$791K 0.02%
+13,822
530
$789K 0.02%
2,870
+3
531
$786K 0.02%
+16,029
532
$785K 0.02%
+18,044
533
$783K 0.02%
+19,840
534
$773K 0.02%
+35,311
535
$771K 0.02%
13,096
+1,410
536
$765K 0.02%
+15,816
537
$762K 0.02%
650
-100
538
$759K 0.02%
56,037
-5,482
539
$757K 0.02%
+8,146
540
$755K 0.02%
+33,729
541
$753K 0.02%
+6,839
542
$751K 0.02%
+7,834
543
$748K 0.02%
+32,777
544
$747K 0.02%
66,568
+7,581
545
$746K 0.02%
10,122
-6,436
546
$739K 0.02%
21,089
-7,465
547
$737K 0.02%
59,884
-4,041
548
$736K 0.02%
5,268
+3,742
549
$733K 0.02%
+20,625
550
$732K 0.02%
46,334
+3,507
20 21
22
23 24