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
$3.14B
AUM Growth
-$628M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
798
New
Increased
Reduced
Closed

Top Buys

1
+$52.5M
2
+$23.2M
3
+$16M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$12.3M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$11.9M

Top Sells

1
+$46.3M
2
+$43M
3
+$36.3M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$34.2M
5
GE icon
GE Aerospace
GE
+$28.2M

Sector Composition

1 Financials 7.33%
2 Technology 6.08%
3 Energy 5.9%
4 Healthcare 4.66%
5 Industrials 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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767
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