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
$4.69B
AUM Growth
+$1.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
974
New
Increased
Reduced
Closed

Top Buys

1
+$95.9M
2
+$85.9M
3
+$80.7M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$70.5M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$63.2M

Top Sells

1
+$57.7M
2
+$10.1M
3
+$8.81M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$8M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$7.43M

Sector Composition

1 Energy 7.77%
2 Technology 7.09%
3 Healthcare 6.24%
4 Financials 6.22%
5 Industrials 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$354K 0.01%
17,925
727
$354K 0.01%
+12,494
728
$353K 0.01%
+7,779
729
$353K 0.01%
+16,903
730
$352K 0.01%
114,000
731
$352K 0.01%
26,315
732
$350K 0.01%
16,801
+5,850
733
$350K 0.01%
+4,587
734
$350K 0.01%
+14,384
735
$347K 0.01%
+12,688
736
$347K 0.01%
+12,202
737
$346K 0.01%
+5,325
738
$346K 0.01%
+9,899
739
$341K 0.01%
+12,368
740
$340K 0.01%
+13,392
741
$339K 0.01%
11,293
742
$337K 0.01%
+6,288
743
$337K 0.01%
36
744
$333K 0.01%
23,095
745
$333K 0.01%
12,500
-1,500
746
$333K 0.01%
+14,088
747
$332K 0.01%
+13,916
748
$332K 0.01%
+12,916
749
$331K 0.01%
+6,682
750
$331K 0.01%
+4,044
28 29
30
31 32