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
651
$1.12M 0.01%
10,113
-115
652
$1.12M 0.01%
7,341
-503
653
$1.12M 0.01%
5,981
654
$1.11M 0.01%
25,433
+184
655
$1.11M 0.01%
13,383
-687
656
$1.1M 0.01%
22,543
+7,420
657
$1.09M 0.01%
41,378
+1,956
658
$1.08M 0.01%
30,024
659
$1.08M 0.01%
+35,691
660
$1.08M 0.01%
1,931
-383
661
$1.08M 0.01%
90,185
-9,010
662
$1.07M 0.01%
4,342
-203
663
$1.07M 0.01%
29,114
664
$1.07M 0.01%
9,030
+345
665
$1.07M 0.01%
38,200
-1,993
666
$1.07M 0.01%
37,780
667
$1.06M 0.01%
43,317
-1,962
668
$1.06M 0.01%
20,518
-665
669
$1.06M 0.01%
21,694
+234
670
$1.05M 0.01%
14,266
-953
671
$1.05M 0.01%
46,052
-2,874
672
$1.05M 0.01%
7,445
-50
673
$1.05M 0.01%
9,077
-16,139
674
$1.05M 0.01%
10,279
-297
675
$1.04M 0.01%
60,945
-3,588
25 26
27
28 29