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
$18.2B
AUM Growth
-$2.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,212
New
Increased
Reduced
Closed

Top Buys

1
+$111M
2
+$43.5M
3
+$39.9M
4
AAPL icon
Apple
AAPL
+$37.9M
5
TRI icon
Thomson Reuters
TRI
+$34M

Top Sells

1
+$36.1M
2
+$27.8M
3
+$25.9M
4
ITB icon
iShares US Home Construction ETF
ITB
+$20.4M
5
XOM icon
Exxon Mobil
XOM
+$18.5M

Sector Composition

1 Technology 10.09%
2 Healthcare 6.76%
3 Financials 5.41%
4 Industrials 4.55%
5 Consumer Discretionary 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$796K ﹤0.01%
13,703
+7,293
677
$794K ﹤0.01%
8,295
+641
678
$785K ﹤0.01%
38,418
-3,068
679
$782K ﹤0.01%
4,219
-183
680
$779K ﹤0.01%
11,099
-1,457
681
$778K ﹤0.01%
13,643
-657
682
$776K ﹤0.01%
36,804
-5,714
683
$775K ﹤0.01%
8,559
-398
684
$774K ﹤0.01%
22,462
-80
685
$769K ﹤0.01%
17,468
+8,453
686
$769K ﹤0.01%
3,573
+83
687
$760K ﹤0.01%
6,755
+122
688
$759K ﹤0.01%
30,755
-4,033
689
$758K ﹤0.01%
25,637
-1,839
690
$755K ﹤0.01%
24,006
-368
691
$754K ﹤0.01%
25,654
+10,306
692
$748K ﹤0.01%
12,535
+431
693
$745K ﹤0.01%
+34,124
694
$745K ﹤0.01%
72,201
+2,430
695
$740K ﹤0.01%
28,554
-4,071
696
$739K ﹤0.01%
208,791
697
$737K ﹤0.01%
11,218
+3,440
698
$732K ﹤0.01%
9,632
+7
699
$731K ﹤0.01%
5,166
-151
700
$728K ﹤0.01%
5,551
+3,913
26 27
28
29 30