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
$13.7B
AUM Growth
+$1.65B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,275
New
Increased
Reduced
Closed

Top Buys

1
+$66.5M
2
+$38.9M
3
+$34M
4
ADP icon
Automatic Data Processing
ADP
+$24.2M
5
POOL icon
Pool Corp
POOL
+$22.6M

Top Sells

1
+$131M
2
+$125M
3
+$45.5M
4
VUG icon
Vanguard Growth ETF
VUG
+$28.3M
5
AMGN icon
Amgen
AMGN
+$28M

Sector Composition

1 Technology 11.62%
2 Healthcare 6.73%
3 Financials 5.39%
4 Consumer Discretionary 4.92%
5 Industrials 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$1.25M 0.01%
48,431
+4,481
602
$1.25M 0.01%
94,899
+93
603
$1.24M 0.01%
28,641
+19,980
604
$1.23M 0.01%
7,538
+200
605
$1.23M 0.01%
34,621
+570
606
$1.22M 0.01%
+54,686
607
$1.2M 0.01%
19,491
+1,382
608
$1.2M 0.01%
8,599
+17
609
$1.19M 0.01%
28,613
+6,534
610
$1.18M 0.01%
64,987
-7,871
611
$1.18M 0.01%
112,115
-13,117
612
$1.17M 0.01%
60,110
+4,750
613
$1.16M 0.01%
5,304
-215
614
$1.16M 0.01%
12,518
+562
615
$1.15M 0.01%
27,053
-2,607
616
$1.15M 0.01%
21,105
-674
617
$1.15M 0.01%
47,309
+880
618
$1.14M 0.01%
21,883
+948
619
$1.14M 0.01%
29,128
+154
620
$1.14M 0.01%
85,534
+154
621
$1.14M 0.01%
41,198
-8,652
622
$1.13M 0.01%
38,024
-2,615
623
$1.13M 0.01%
17,004
-772
624
$1.13M 0.01%
12,373
+190
625
$1.13M 0.01%
54,228
+29,412
23 24
25
26 27