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
$4.69B
AUM Growth
+$1.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
974
New
Increased
Reduced
Closed

Top Buys

1
+$95.9M
2
+$85.9M
3
+$80.7M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$70.5M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$63.2M

Top Sells

1
+$57.7M
2
+$10.1M
3
+$8.81M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$8M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$7.43M

Sector Composition

1 Energy 7.77%
2 Technology 7.09%
3 Healthcare 6.24%
4 Financials 6.22%
5 Industrials 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$415K 0.01%
31,000
+7
677
$414K 0.01%
+6,313
678
$413K 0.01%
+13,246
679
$408K 0.01%
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680
$408K 0.01%
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681
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683
$404K 0.01%
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$404K 0.01%
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$403K 0.01%
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686
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687
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688
$402K 0.01%
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689
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691
$397K 0.01%
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692
$397K 0.01%
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$397K 0.01%
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698
$389K 0.01%
19,571
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699
$389K 0.01%
+12,000
700
$388K 0.01%
12,406
-794
26 27
28
29 30