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
$18.2B
AUM Growth
-$2.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,212
New
Increased
Reduced
Closed

Top Buys

1
+$111M
2
+$43.5M
3
+$39.9M
4
AAPL icon
Apple
AAPL
+$37.9M
5
TRI icon
Thomson Reuters
TRI
+$34M

Top Sells

1
+$36.1M
2
+$27.8M
3
+$25.9M
4
ITB icon
iShares US Home Construction ETF
ITB
+$20.4M
5
XOM icon
Exxon Mobil
XOM
+$18.5M

Sector Composition

1 Technology 10.09%
2 Healthcare 6.76%
3 Financials 5.41%
4 Industrials 4.55%
5 Consumer Discretionary 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$68.2M 0.37%
627,742
+88,577
52
$68M 0.37%
1,144,903
-148,268
53
$67.9M 0.37%
275,611
-7,214
54
$67.7M 0.37%
704,559
-21,560
55
$67.5M 0.37%
528,523
+16,092
56
$66.9M 0.37%
808,252
+110,396
57
$65.9M 0.36%
195,535
+533
58
$65.6M 0.36%
307,713
+1,550
59
$64.3M 0.35%
610,329
-26,368
60
$64.3M 0.35%
203,707
-639
61
$64M 0.35%
284,848
+34,953
62
$62.4M 0.34%
812,407
+23,682
63
$61.8M 0.34%
168,797
+8,645
64
$61.5M 0.34%
568,493
+314,354
65
$60.4M 0.33%
2,903,259
-83,424
66
$60.3M 0.33%
305,844
+1,897
67
$59.8M 0.33%
317,221
+17,114
68
$59.8M 0.33%
4,126,628
-95,708
69
$58.9M 0.32%
635,136
-16,124
70
$58.5M 0.32%
651,808
+20,496
71
$57.4M 0.32%
821,319
+15,249
72
$56.6M 0.31%
1,234,867
+28,644
73
$56.2M 0.31%
1,108,336
+23,366
74
$54.2M 0.3%
244,758
-18,449
75
$51.1M 0.28%
355,679
+13,223
1 2
3
4 5