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
676
$1.42M 0.01%
+27,397
677
$1.4M 0.01%
30,961
-1,502
678
$1.4M 0.01%
99,337
679
$1.4M 0.01%
19,338
+3,838
680
$1.39M 0.01%
27,560
+781
681
$1.38M 0.01%
32,965
-309
682
$1.38M 0.01%
6,478
+2,937
683
$1.37M 0.01%
52,684
-139
684
$1.37M 0.01%
16,868
+1,521
685
$1.36M 0.01%
52,613
-3,187
686
$1.36M 0.01%
26,581
+14,776
687
$1.35M 0.01%
43,876
+4,156
688
$1.33M 0.01%
40,999
-483
689
$1.32M 0.01%
16,722
+3,215
690
$1.3M 0.01%
10,110
+265
691
$1.29M 0.01%
19,226
+4,462
692
$1.29M 0.01%
37,142
+8,652
693
$1.27M 0.01%
15,149
+1,426
694
$1.27M 0.01%
9,854
+812
695
$1.26M 0.01%
55,455
-205,899
696
$1.26M 0.01%
64,946
697
$1.26M 0.01%
9,120
-3,032
698
$1.26M 0.01%
9,490
-451
699
$1.26M 0.01%
43,362
-3,282
700
$1.26M 0.01%
27,846
-300,195
26 27
28
29 30