UCFA
United Capital Financial Advisors Portfolio holdings
AUM
$12.4B
1-Year Return
14.22%
This Quarter Return
+5.39%
1 Year Return
+14.22%
3 Year Return
+51.99%
5 Year Return
+82.17%
10 Year Return
+172.16%
AUM
$3.14B
AUM Growth
-$628M
(-17%)
Cap. Flow
-$790M
Cap. Flow
% of AUM
-25.18%
Top 10 Holdings %
Top 10 Hldgs %
20.83%
Holding
798
New
102
Increased
190
Reduced
326
Closed
120
Top Buys
Top Sells
| 1 |
Health Care Select Sector SPDR Fund
XLV
|
+$46.3M |
| 2 |
Consumers Staples Select Sector SPDR Fund
XLP
|
+$43M |
| 3 |
Procter & Gamble
PG
|
+$36.3M |
| 4 |
iShares Short Treasury Bond ETF
SHV
|
+$34.2M |
| 5 |
GE Aerospace
GE
|
+$28.2M |
Sector Composition
| 1 | Financials | 7.33% |
| 2 | Technology | 6.08% |
| 3 | Energy | 5.9% |
| 4 | Healthcare | 4.66% |
| 5 | Industrials | 3.11% |
