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
551
$715K 0.02%
+28,568
552
$711K 0.02%
9,797
+6,315
553
$711K 0.02%
27,394
-1,106
554
$708K 0.02%
19,727
+9,217
555
$707K 0.02%
9,987
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556
$707K 0.02%
+33,559
557
$702K 0.02%
22,400
+5,307
558
$700K 0.01%
+5,277
559
$697K 0.01%
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560
$693K 0.01%
42,434
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561
$688K 0.01%
17,782
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562
$686K 0.01%
+32,828
563
$683K 0.01%
+14,309
564
$683K 0.01%
+4,051
565
$683K 0.01%
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566
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567
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$676K 0.01%
43,416
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570
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+28,542
571
$672K 0.01%
+32,572
572
$669K 0.01%
+32,753
573
$668K 0.01%
+990
574
$667K 0.01%
+75,970
575
$666K 0.01%
+31,446
21 22
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