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
$19.8B
AUM Growth
+$1.78B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,268
New
Increased
Reduced
Closed

Top Buys

1
+$180M
2
+$166M
3
+$56.5M
4
BDX icon
Becton Dickinson
BDX
+$47.9M
5
TTEC icon
TTEC Holdings
TTEC
+$33.7M

Top Sells

1
+$101M
2
+$54.5M
3
+$52.5M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$39.5M
5
VUG icon
Vanguard Growth ETF
VUG
+$15M

Sector Composition

1 Technology 10.1%
2 Healthcare 6.03%
3 Financials 5.29%
4 Consumer Discretionary 5.23%
5 Industrials 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$835K ﹤0.01%
4,096
+238
727
$835K ﹤0.01%
8,631
-1,098
728
$827K ﹤0.01%
7,889
-111
729
$825K ﹤0.01%
47,650
730
$824K ﹤0.01%
4,591
-50
731
$822K ﹤0.01%
35,980
+76
732
$817K ﹤0.01%
3,340
+3
733
$811K ﹤0.01%
20,119
734
$810K ﹤0.01%
+16,000
735
$809K ﹤0.01%
22,214
-758
736
$809K ﹤0.01%
17,460
+1,625
737
$806K ﹤0.01%
44,205
+2,145
738
$804K ﹤0.01%
7,014
+520
739
$799K ﹤0.01%
6,782
+2,927
740
$798K ﹤0.01%
5,467
+73
741
$795K ﹤0.01%
38,116
+5,055
742
$794K ﹤0.01%
29,724
+4,460
743
$792K ﹤0.01%
54,349
-798
744
$788K ﹤0.01%
15,103
-520
745
$788K ﹤0.01%
45,609
-9,518
746
$786K ﹤0.01%
40,739
+102
747
$784K ﹤0.01%
5,576
+1,271
748
$781K ﹤0.01%
15,291
+2,240
749
$773K ﹤0.01%
5,261
-307
750
$771K ﹤0.01%
17,060
-195
28 29
30
31 32