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
$15.5B
AUM Growth
+$1.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,441
New
Increased
Reduced
Closed

Top Buys

1
+$43.3M
2
+$41.6M
3
+$40.3M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$26.7M
5
MSFT icon
Microsoft
MSFT
+$26.6M

Top Sells

1
+$43.8M
2
+$37.7M
3
+$31.6M
4
SPGI icon
S&P Global
SPGI
+$30M
5
FDX icon
FedEx
FDX
+$29.8M

Sector Composition

1 Technology 10.16%
2 Financials 6.9%
3 Healthcare 6.56%
4 Industrials 5.18%
5 Consumer Discretionary 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$2.61M 0.02%
13,439
-8,347
552
$2.56M 0.02%
107,806
-3,048
553
$2.54M 0.02%
16,403
-519
554
$2.54M 0.02%
1,238
+131
555
$2.52M 0.02%
7,444
-2,971
556
$2.52M 0.02%
10,290
+544
557
$2.51M 0.02%
92,470
-2,580
558
$2.5M 0.02%
85,550
-1,165
559
$2.48M 0.02%
9,479
-1,268
560
$2.46M 0.02%
163,757
+742
561
$2.45M 0.02%
32,406
+3,546
562
$2.45M 0.02%
19,045
+3,874
563
$2.43M 0.02%
38,851
+827
564
$2.42M 0.02%
27,983
+2,285
565
$2.41M 0.02%
157,976
-3,433
566
$2.39M 0.02%
39,191
+13,475
567
$2.39M 0.02%
87,464
-2,926
568
$2.36M 0.02%
50,675
+7,370
569
$2.35M 0.02%
17,635
+1,026
570
$2.35M 0.02%
29,510
+12
571
$2.31M 0.01%
69,105
+824
572
$2.31M 0.01%
160,923
-14,974
573
$2.31M 0.01%
25,092
+12,869
574
$2.31M 0.01%
60,708
+3,000
575
$2.3M 0.01%
128,809
+3,471
21 22
23
24 25