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
551
$1.79M 0.01%
11,029
-1,593
552
$1.78M 0.01%
30,037
+2,654
553
$1.76M 0.01%
7,439
-272
554
$1.76M 0.01%
28,494
-126
555
$1.75M 0.01%
50,520
-335
556
$1.75M 0.01%
10,618
+273
557
$1.74M 0.01%
18,135
-1,579
558
$1.72M 0.01%
20,548
-1,228
559
$1.71M 0.01%
27,915
+132
560
$1.71M 0.01%
150,510
-10,500
561
$1.7M 0.01%
42,077
-3,371
562
$1.69M 0.01%
26,707
-1,567
563
$1.69M 0.01%
63,133
-2,142
564
$1.69M 0.01%
+55,826
565
$1.68M 0.01%
36,626
+1,949
566
$1.67M 0.01%
11,169
-507
567
$1.67M 0.01%
41,908
-1
568
$1.66M 0.01%
5,526
-751
569
$1.66M 0.01%
7,480
+4
570
$1.66M 0.01%
18,644
+860
571
$1.63M 0.01%
11,306
+575
572
$1.61M 0.01%
30,358
+1,077
573
$1.59M 0.01%
67,545
-1,393
574
$1.59M 0.01%
60,155
+10,617
575
$1.58M 0.01%
106,294
21 22
23
24 25