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
701
$1.25M 0.01%
42,780
-636,540
702
$1.25M 0.01%
46,583
-7,043
703
$1.24M 0.01%
11,701
+954
704
$1.24M 0.01%
11,747
+1,374
705
$1.23M 0.01%
30,262
-685
706
$1.23M 0.01%
40,631
-2,069
707
$1.23M 0.01%
8,908
+2,068
708
$1.22M 0.01%
31,669
-21
709
$1.22M 0.01%
66,533
-602
710
$1.21M 0.01%
9,189
-3,306
711
$1.21M 0.01%
24,664
-2,957
712
$1.21M 0.01%
835
-30
713
$1.21M 0.01%
40,639
-81
714
$1.2M 0.01%
19,614
+1,633
715
$1.2M 0.01%
20,157
+809
716
$1.19M 0.01%
36,706
+13,614
717
$1.19M 0.01%
38,719
+4,128
718
$1.19M 0.01%
10,838
719
$1.18M 0.01%
12,445
-175
720
$1.15M 0.01%
26,598
-591
721
$1.15M 0.01%
29,574
-782
722
$1.15M 0.01%
10,499
+4,740
723
$1.14M 0.01%
18,998
+98
724
$1.14M 0.01%
7,076
+2,936
725
$1.14M 0.01%
7,968
+2,378
27 28
29
30 31