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
701
$386K 0.01%
+25,931
702
$386K 0.01%
+12,104
703
$385K 0.01%
+15,461
704
$382K 0.01%
1,755
+85
705
$381K 0.01%
+14,499
706
$381K 0.01%
+13,930
707
$380K 0.01%
9,000
708
$379K 0.01%
+30,672
709
$375K 0.01%
15,061
+6,433
710
$373K 0.01%
11,000
711
$372K 0.01%
4,719
+1,554
712
$372K 0.01%
5,377
-496
713
$372K 0.01%
+6,610
714
$369K 0.01%
+10,731
715
$369K 0.01%
+30,105
716
$369K 0.01%
+47,428
717
$368K 0.01%
+8,156
718
$367K 0.01%
8,600
+1,000
719
$367K 0.01%
11,028
-1,870
720
$365K 0.01%
9,214
-263
721
$365K 0.01%
14,841
722
$361K 0.01%
19,944
723
$360K 0.01%
27,842
+9,796
724
$356K 0.01%
10,000
725
$356K 0.01%
+14,186
27 28
29
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