UCFA

United Capital Financial Advisors Portfolio holdings

AUM $16.6B
1-Year Est. Return 17.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.99%
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
+$35.1M
3
+$34.2M
4
ADP icon
Automatic Data Processing
ADP
+$23.3M
5
SPGI icon
S&P Global
SPGI
+$19.6M

Top Sells

1
+$131M
2
+$125M
3
+$43M
4
AMGN icon
Amgen
AMGN
+$27.1M
5
VUG icon
Vanguard Growth ETF
VUG
+$25.9M

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
651
$1.03M 0.01%
12,751
-3,889
652
$1.03M 0.01%
6,875
+3,495
653
$1.03M 0.01%
7,677
+109
654
$1.03M 0.01%
11,410
-1,243
655
$1.03M 0.01%
18,869
+1,696
656
$1.03M 0.01%
6,137
-558
657
$1.02M 0.01%
12,584
+8,692
658
$1.02M 0.01%
32,965
-58
659
$1.02M 0.01%
6,634
-919
660
$1.02M 0.01%
23,539
-10,424
661
$1.01M 0.01%
54,260
+10,839
662
$1.01M 0.01%
24,899
-54
663
$1.01M 0.01%
57,122
-286
664
$991K 0.01%
37,377
-4,378
665
$990K 0.01%
20,454
+1,980
666
$983K 0.01%
19,547
+837
667
$981K 0.01%
5,094
-288
668
$981K 0.01%
17,867
-1,213
669
$980K 0.01%
+13,744
670
$965K 0.01%
9,098
+229
671
$954K 0.01%
17,199
+4,750
672
$954K 0.01%
8,320
-197
673
$951K 0.01%
55,405
+8,785
674
$944K 0.01%
3,167
-798
675
$943K 0.01%
77,953
+14,699
25 26
27
28 29