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
601
$1.44M 0.01%
15,033
-5,406
602
$1.43M 0.01%
12,564
+1
603
$1.43M 0.01%
35,435
-4,759
604
$1.43M 0.01%
24,007
+925
605
$1.43M 0.01%
17,833
+19
606
$1.4M 0.01%
30,692
+2,212
607
$1.37M 0.01%
21,715
-1,045
608
$1.37M 0.01%
37,454
+41
609
$1.35M 0.01%
26,825
-4,716
610
$1.35M 0.01%
8,117
+195
611
$1.34M 0.01%
11,431
+123
612
$1.33M 0.01%
30,235
-2,052
613
$1.32M 0.01%
12,510
+605
614
$1.32M 0.01%
21,735
+176
615
$1.31M 0.01%
14,579
+6,224
616
$1.31M 0.01%
59,500
-7,100
617
$1.31M 0.01%
29,587
+5
618
$1.3M 0.01%
18,538
+827
619
$1.3M 0.01%
7,809
-9,706
620
$1.3M 0.01%
9,928
-9,453
621
$1.29M 0.01%
17,323
+1,063
622
$1.28M 0.01%
17,440
623
$1.28M 0.01%
85,898
-1,484
624
$1.27M 0.01%
37,041
+325
625
$1.27M 0.01%
12,231
+96
23 24
25
26 27