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
701
$1.32M 0.01%
27,432
-5,093
702
$1.31M 0.01%
125,792
-14,693
703
$1.31M 0.01%
20,620
+3,257
704
$1.31M 0.01%
11,212
+1,675
705
$1.3M 0.01%
47,341
+1,873
706
$1.3M 0.01%
21,715
-277
707
$1.3M 0.01%
16,862
-1,055
708
$1.29M 0.01%
80,837
+892
709
$1.28M 0.01%
28,757
+355
710
$1.28M 0.01%
44,225
+30,686
711
$1.27M 0.01%
45,827
-759
712
$1.27M 0.01%
15,669
-1,289
713
$1.27M 0.01%
7,965
+1,818
714
$1.27M 0.01%
10,140
+108
715
$1.26M 0.01%
84,407
-11,383
716
$1.26M 0.01%
35,232
-11,893
717
$1.26M 0.01%
86,201
+3,255
718
$1.24M 0.01%
26,017
-3,146
719
$1.24M 0.01%
63,412
-18,212
720
$1.24M 0.01%
7,176
-1,055
721
$1.24M 0.01%
51,620
-9,033
722
$1.24M 0.01%
47,300
+23,450
723
$1.23M 0.01%
16,169
-1,543
724
$1.22M 0.01%
36,941
-9,388
725
$1.22M 0.01%
17,416
+540
27 28
29
30 31