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
626
$1.75M 0.01%
54,485
-8,628
627
$1.73M 0.01%
23,576
+1,029
628
$1.73M 0.01%
9,794
+1,681
629
$1.71M 0.01%
+16,039
630
$1.71M 0.01%
5,667
+565
631
$1.69M 0.01%
10,671
+1,104
632
$1.68M 0.01%
8,745
+959
633
$1.68M 0.01%
56,633
+4
634
$1.67M 0.01%
20,676
+1,466
635
$1.66M 0.01%
12,027
+1,660
636
$1.66M 0.01%
33,189
+19,591
637
$1.66M 0.01%
14,141
-539
638
$1.65M 0.01%
16,787
-1,457
639
$1.65M 0.01%
27,049
+3,072
640
$1.64M 0.01%
28,433
+5,128
641
$1.63M 0.01%
59,442
+2,136
642
$1.6M 0.01%
69,832
+6,514
643
$1.59M 0.01%
7,695
+3,102
644
$1.59M 0.01%
54,168
+9,688
645
$1.58M 0.01%
18,480
+100
646
$1.56M 0.01%
35,955
+25,028
647
$1.54M 0.01%
14,624
+1,818
648
$1.54M 0.01%
108,468
+1,122
649
$1.54M 0.01%
92,530
-5,926
650
$1.53M 0.01%
23,393
-3,374
24 25
26
27 28