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
$13.7B
AUM Growth
+$1.65B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,275
New
Increased
Reduced
Closed

Top Buys

1
+$66.5M
2
+$35.1M
3
+$34.2M
4
ADP icon
Automatic Data Processing
ADP
+$23.3M
5
SPGI icon
S&P Global
SPGI
+$19.6M

Top Sells

1
+$131M
2
+$125M
3
+$43M
4
AMGN icon
Amgen
AMGN
+$27.1M
5
VUG icon
Vanguard Growth ETF
VUG
+$25.9M

Sector Composition

1 Technology 11.62%
2 Healthcare 6.73%
3 Financials 5.39%
4 Consumer Discretionary 4.92%
5 Industrials 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$873K 0.01%
23,351
+6,090
702
$864K 0.01%
50,812
-36,079
703
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24,247
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704
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705
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16,965
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706
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29,469
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707
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14,835
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16,896
710
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32,120
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712
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21,005
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25,552
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714
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5,657
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717
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718
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30,149
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719
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81,148
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12,608
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721
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+14,595
722
$797K 0.01%
235,867
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723
$796K 0.01%
29,706
-2,212
724
$796K 0.01%
30,930
-3,300
725
$787K 0.01%
10,498
-1,435
27 28
29
30 31