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
$13.1B
AUM Growth
+$448M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,409
New
Increased
Reduced
Closed

Top Buys

1
+$159M
2
+$45.6M
3
+$45.5M
4
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$37.4M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$35.6M

Top Sells

1
+$29.7M
2
+$21.7M
3
+$18.3M
4
CAT icon
Caterpillar
CAT
+$17.1M
5
ITB icon
iShares US Home Construction ETF
ITB
+$16.3M

Sector Composition

1 Technology 7.85%
2 Financials 5.86%
3 Healthcare 5.64%
4 Industrials 5.16%
5 Consumer Discretionary 4.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$1.45M 0.01%
19,719
+10,712
677
$1.45M 0.01%
27,495
-534
678
$1.45M 0.01%
130,803
-21,112
679
$1.44M 0.01%
27,661
-523
680
$1.43M 0.01%
10,200
-578
681
$1.43M 0.01%
12,295
-646
682
$1.41M 0.01%
44,023
-6,296
683
$1.41M 0.01%
21,324
-234
684
$1.4M 0.01%
+57,419
685
$1.39M 0.01%
+10,943
686
$1.39M 0.01%
41,032
+2,187
687
$1.39M 0.01%
38,859
-1,212
688
$1.37M 0.01%
49,892
+1,201
689
$1.36M 0.01%
14,583
+1,051
690
$1.36M 0.01%
25,068
+3,289
691
$1.36M 0.01%
97,897
+7,901
692
$1.36M 0.01%
73,324
-24,733
693
$1.36M 0.01%
29,553
-23,725
694
$1.35M 0.01%
6,753
-1,017
695
$1.35M 0.01%
91,085
-11,621
696
$1.35M 0.01%
103,552
+10,269
697
$1.33M 0.01%
14,606
+3,184
698
$1.33M 0.01%
32,823
-5,834
699
$1.33M 0.01%
7,872
+2,958
700
$1.32M 0.01%
32,787
-2,052
26 27
28
29 30