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
576
$2.3M 0.01%
52,741
+3,594
577
$2.29M 0.01%
76,416
+15,127
578
$2.28M 0.01%
19,140
-1,376
579
$2.27M 0.01%
11,803
+623
580
$2.27M 0.01%
104,271
-1,317
581
$2.26M 0.01%
73,469
+10,797
582
$2.26M 0.01%
10,834
+3,803
583
$2.24M 0.01%
40,476
-2,560
584
$2.23M 0.01%
30,965
+3,801
585
$2.21M 0.01%
24,449
+3,177
586
$2.21M 0.01%
26,413
+12,887
587
$2.19M 0.01%
147,259
+2,000
588
$2.18M 0.01%
148,148
+95,976
589
$2.18M 0.01%
12,934
+4,503
590
$2.17M 0.01%
25,315
+1,850
591
$2.16M 0.01%
43,003
+8,062
592
$2.15M 0.01%
23,283
+5,396
593
$2.13M 0.01%
20,990
-272
594
$2.11M 0.01%
25,068
-1,096
595
$2.11M 0.01%
43,396
-1,749
596
$2.1M 0.01%
17,176
+2,638
597
$2.08M 0.01%
34,962
+3,861
598
$2.08M 0.01%
29,188
+188
599
$2.08M 0.01%
47,316
600
$2.06M 0.01%
26,840
+78
22 23
24
25 26