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
676
$1.04M 0.01%
3,467
+352
677
$1.04M 0.01%
18,170
-767
678
$1.03M 0.01%
19,283
-465
679
$1.02M 0.01%
19,770
+45
680
$1.02M 0.01%
+47,565
681
$1.02M 0.01%
26,314
+2,634
682
$1.02M 0.01%
7,545
+55
683
$1.01M 0.01%
6,008
+201
684
$1.01M 0.01%
97,241
+1,766
685
$1.01M 0.01%
46,477
+400
686
$1M 0.01%
15,306
+120
687
$996K 0.01%
16,648
-479
688
$993K 0.01%
18,697
+663
689
$992K 0.01%
20,815
-2,670
690
$992K 0.01%
10,819
-1,932
691
$991K 0.01%
7,829
-2,231
692
$984K 0.01%
11,363
-91
693
$981K ﹤0.01%
52,566
-1,469
694
$972K ﹤0.01%
2,832
+141
695
$971K ﹤0.01%
18,531
+9,147
696
$963K ﹤0.01%
21,271
+600
697
$953K ﹤0.01%
22,841
+3,106
698
$952K ﹤0.01%
208,791
+5,068
699
$940K ﹤0.01%
17,880
-1,679
700
$940K ﹤0.01%
13,142
-3,937
26 27
28
29 30