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
626
$1.13M 0.01%
7,523
-173
627
$1.12M 0.01%
12,461
-477
628
$1.12M 0.01%
39,329
-815
629
$1.11M 0.01%
32,226
+378
630
$1.11M 0.01%
28,691
-525
631
$1.11M 0.01%
4,837
-542
632
$1.11M 0.01%
9,704
-70
633
$1.1M 0.01%
29,280
-14,040
634
$1.09M 0.01%
43,174
-3,531
635
$1.09M 0.01%
34,541
636
$1.09M 0.01%
42,154
+1,808
637
$1.09M 0.01%
34,704
+1,591
638
$1.09M 0.01%
108,312
-6,775
639
$1.09M 0.01%
7,923
+252
640
$1.08M 0.01%
35,289
641
$1.07M 0.01%
10,522
+12
642
$1.07M 0.01%
19,223
+5,823
643
$1.06M 0.01%
18,045
+7,977
644
$1.06M 0.01%
12,021
-277
645
$1.06M 0.01%
9,449
+296
646
$1.06M 0.01%
815
647
$1.05M 0.01%
6,808
-1,588
648
$1.05M 0.01%
103,151
+34,655
649
$1.04M 0.01%
56,626
-6,400
650
$1.04M 0.01%
27,274
-161
24 25
26
27 28