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UCFA

United Capital Financial Advisors Portfolio holdings

AUM $16.2B
1-Year Est. Return 16.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.14B
AUM Growth
-$628M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
798
New
Increased
Reduced
Closed

Top Buys

1
+$52M
2
+$22.6M
3
+$16M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$12.2M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$11.9M

Top Sells

1
+$46M
2
+$43M
3
+$38.2M
4
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$34.2M
5
GE icon
GE Aerospace
GE
+$28.3M

Sector Composition

1 Financials 7.31%
2 Technology 6.08%
3 Energy 5.9%
4 Healthcare 4.66%
5 Industrials 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$60K ﹤0.01%
78
652
$54K ﹤0.01%
700
653
$35K ﹤0.01%
+10,000
654
$22K ﹤0.01%
14,613
655
– –
-35,826
656
– –
-58,775
657
– –
-62,189
658
– –
-16,800
659
– –
-6,113
660
– –
-111,918
661
– –
-34,447
662
– –
-5,501
663
– –
-41,957
664
– –
-84,735
665
– –
-13,054
666
– –
-12,484
667
– –
-3,160
668
– –
-236,107
669
– –
-5,620
670
– –
-46,868
671
– –
-28,450
672
– –
-180,193
673
– –
-86,455
674
– –
-10,660
675
– –
-7,600
25 26
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