UCFA

United Capital Financial Advisors Portfolio holdings

AUM $16.6B
1-Year Est. Return 17.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.69B
AUM Growth
+$1.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
974
New
Increased
Reduced
Closed

Top Buys

1
+$95.9M
2
+$85.9M
3
+$80.7M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$70.5M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$63.2M

Top Sells

1
+$57.7M
2
+$10.1M
3
+$8.81M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$8M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$7.43M

Sector Composition

1 Energy 7.77%
2 Technology 7.09%
3 Healthcare 6.24%
4 Financials 6.22%
5 Industrials 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$514K 0.01%
4,805
-1,228
627
$512K 0.01%
68,682
-1,620
628
$509K 0.01%
3,578
+608
629
$502K 0.01%
+7,197
630
$500K 0.01%
36,000
631
$498K 0.01%
6,833
+1,318
632
$497K 0.01%
+6,246
633
$495K 0.01%
+29,440
634
$495K 0.01%
+97,894
635
$493K 0.01%
+16,246
636
$484K 0.01%
+3,250
637
$483K 0.01%
8,422
+2,840
638
$483K 0.01%
308
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639
$478K 0.01%
20,413
-14,466
640
$477K 0.01%
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641
$476K 0.01%
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643
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+13,471
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$458K 0.01%
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646
$454K 0.01%
8,026
-391
647
$452K 0.01%
+9,634
648
$450K 0.01%
+8,303
649
$449K 0.01%
+60,618
650
$449K 0.01%
+9,518
24 25
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