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
526
$2.01M 0.01%
121,572
-1,948
527
$1.99M 0.01%
48,721
+8,232
528
$1.99M 0.01%
37,821
-931
529
$1.98M 0.01%
8,100
+626
530
$1.96M 0.01%
20,875
-591
531
$1.95M 0.01%
18,948
-742
532
$1.94M 0.01%
7,806
+36
533
$1.94M 0.01%
10,787
-270
534
$1.94M 0.01%
40,898
+2,259
535
$1.94M 0.01%
24,904
+7,992
536
$1.93M 0.01%
+40,132
537
$1.91M 0.01%
59,700
-2,203
538
$1.91M 0.01%
13,766
-808
539
$1.89M 0.01%
42,666
-8,889
540
$1.88M 0.01%
4,862
+254
541
$1.88M 0.01%
+7,416
542
$1.88M 0.01%
95,556
-142
543
$1.87M 0.01%
7,850
+155
544
$1.87M 0.01%
17,335
-4,318
545
$1.87M 0.01%
35,884
+976
546
$1.85M 0.01%
11,662
-50
547
$1.84M 0.01%
33,047
-5,400
548
$1.82M 0.01%
33,879
-4,424
549
$1.8M 0.01%
2,497
+629
550
$1.8M 0.01%
52,923
+3,271
20 21
22
23 24