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
626
$1.27M 0.01%
15,175
-8,483
627
$1.26M 0.01%
9,466
+807
628
$1.25M 0.01%
23,426
-1,470
629
$1.24M 0.01%
9,967
+600
630
$1.23M 0.01%
38,974
+497
631
$1.22M 0.01%
27,152
-11,141
632
$1.22M 0.01%
23,299
-987
633
$1.21M 0.01%
27,574
-828
634
$1.2M 0.01%
12,475
+53
635
$1.2M 0.01%
4,155
+351
636
$1.2M 0.01%
17,884
-64
637
$1.2M 0.01%
58,425
-3,125
638
$1.2M 0.01%
38,166
-4,668
639
$1.17M 0.01%
12,211
+1,445
640
$1.17M 0.01%
14,571
+145
641
$1.17M 0.01%
29,785
+958
642
$1.17M 0.01%
27,056
-12,329
643
$1.17M 0.01%
9,800
644
$1.17M 0.01%
30,437
-102,575
645
$1.16M 0.01%
13,776
-734
646
$1.15M 0.01%
740
+11
647
$1.15M 0.01%
12,702
-3,381
648
$1.13M 0.01%
30,045
+15
649
$1.13M 0.01%
133,558
+52,631
650
$1.13M 0.01%
9,680
+1,198
24 25
26
27 28