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
651
$1.52M 0.01%
30,937
-263
652
$1.52M 0.01%
30,519
+1,395
653
$1.51M 0.01%
11,438
+3,304
654
$1.51M 0.01%
11,281
+5,367
655
$1.51M 0.01%
35,130
+760
656
$1.5M 0.01%
16,162
+488
657
$1.49M 0.01%
102,327
-13,700
658
$1.49M 0.01%
18,778
-353
659
$1.48M 0.01%
18,168
-2,895
660
$1.48M 0.01%
16,927
-128
661
$1.47M 0.01%
30,509
+140
662
$1.47M 0.01%
19,267
+4,358
663
$1.47M 0.01%
19,453
+808
664
$1.47M 0.01%
10,981
+1,927
665
$1.47M 0.01%
14,649
-288
666
$1.46M 0.01%
30,533
-5,840
667
$1.46M 0.01%
+98,052
668
$1.46M 0.01%
110,287
+13,279
669
$1.45M 0.01%
40,476
-2,791
670
$1.44M 0.01%
+28,692
671
$1.44M 0.01%
28,931
-964
672
$1.43M 0.01%
36,070
+90
673
$1.43M 0.01%
35,289
-2,639
674
$1.43M 0.01%
24,870
+16,292
675
$1.43M 0.01%
223,605
-35,383
25 26
27
28 29