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
751
$330K 0.01%
+12,338
752
$330K 0.01%
+6,226
753
$330K 0.01%
11,387
+17
754
$327K 0.01%
3,043
-274
755
$327K 0.01%
6,455
-271
756
$327K 0.01%
+10,545
757
$325K 0.01%
+6,021
758
$325K 0.01%
10,986
+3,797
759
$324K 0.01%
24,700
760
$322K 0.01%
16,039
761
$319K 0.01%
+4,558
762
$318K 0.01%
+6,854
763
$316K 0.01%
20,300
-7,200
764
$316K 0.01%
+4,378
765
$313K 0.01%
+27,000
766
$311K 0.01%
+12,800
767
$311K 0.01%
+5,344
768
$310K 0.01%
7,150
+2,330
769
$309K 0.01%
+3,512
770
$309K 0.01%
+5,220
771
$307K 0.01%
17,877
+2,550
772
$306K 0.01%
+17,620
773
$306K 0.01%
+6,965
774
$305K 0.01%
6,565
+575
775
$302K 0.01%
2,021
-120
29 30
31
32 33