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
576
$1.57M 0.01%
9,590
+717
577
$1.57M 0.01%
28,000
-1,001
578
$1.56M 0.01%
20,267
+1,650
579
$1.54M 0.01%
36,084
-1,101
580
$1.54M 0.01%
17,493
-1,046
581
$1.53M 0.01%
10,554
+1,125
582
$1.52M 0.01%
50,527
+6,102
583
$1.52M 0.01%
55,201
-2,129
584
$1.51M 0.01%
18,841
-720
585
$1.5M 0.01%
46,329
+78
586
$1.49M 0.01%
38,395
+290
587
$1.48M 0.01%
15,679
-2,000
588
$1.48M 0.01%
45,578
-1,896
589
$1.48M 0.01%
216,800
-14,067
590
$1.47M 0.01%
39,390
+5,692
591
$1.47M 0.01%
10,849
+140
592
$1.47M 0.01%
3,193
+2,158
593
$1.46M 0.01%
13,881
+497
594
$1.46M 0.01%
107,500
+5,274
595
$1.45M 0.01%
7,987
+449
596
$1.45M 0.01%
20,765
+1,688
597
$1.45M 0.01%
53,326
-2,247
598
$1.45M 0.01%
44,286
-1,840
599
$1.44M 0.01%
8,498
-218
600
$1.44M 0.01%
14,629
-2,629
22 23
24
25 26