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

Top Buys

1
+$66.5M
2
+$38.9M
3
+$34M
4
ADP icon
Automatic Data Processing
ADP
+$24.2M
5
POOL icon
Pool Corp
POOL
+$22.6M

Top Sells

1
+$131M
2
+$125M
3
+$45.5M
4
VUG icon
Vanguard Growth ETF
VUG
+$28.3M
5
AMGN icon
Amgen
AMGN
+$28M

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
$859K 0.01%
24,247
-3,743
704
$857K 0.01%
17,442
+7,682
705
$851K 0.01%
16,965
-6,054
706
$849K 0.01%
29,469
+5
707
$849K 0.01%
14,835
-1,026
708
$847K 0.01%
14,952
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709
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16,896
710
$841K 0.01%
+123,026
711
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21,005
-7,088
712
$840K 0.01%
32,120
+600
713
$837K 0.01%
25,552
-1,499
714
$837K 0.01%
5,657
-288
715
$832K 0.01%
14,096
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$825K 0.01%
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717
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28,875
-1,290
718
$811K 0.01%
30,149
+312
719
$811K 0.01%
81,148
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720
$803K 0.01%
12,608
-40
721
$800K 0.01%
+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