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
51
$60M 0.44%
1,088,129
+9,136
52
$59.7M 0.43%
1,823,828
+116,794
53
$59.4M 0.43%
2,110,906
-103,542
54
$57.1M 0.42%
699,913
-5,010
55
$56.8M 0.41%
804,557
-66,552
56
$55.1M 0.4%
186,497
-15,962
57
$54.5M 0.4%
899,633
-111,007
58
$53.7M 0.39%
587,832
-15,691
59
$52.7M 0.38%
574,535
+18,858
60
$51.8M 0.38%
221,933
+1,257
61
$51.5M 0.37%
394,873
+55,134
62
$51M 0.37%
301,479
-485
63
$50.9M 0.37%
325,222
-14,057
64
$50M 0.36%
509,638
-3,855
65
$50M 0.36%
964,600
-40,896
66
$49.9M 0.36%
1,000,730
-8,019
67
$49.8M 0.36%
497,621
+49,024
68
$48.9M 0.36%
884,784
+113,281
69
$48.4M 0.35%
809,612
-14,964
70
$47.9M 0.35%
1,233,817
-69,663
71
$47.7M 0.35%
209,887
+11,575
72
$46.2M 0.34%
711,183
+15,254
73
$44.8M 0.33%
1,959,936
-7,916
74
$43.7M 0.32%
278,792
-12,426
75
$43.2M 0.31%
572,550
+23,203
1 2
3
4 5