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
$15.5B
AUM Growth
+$1.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,441
New
Increased
Reduced
Closed

Top Buys

1
+$43.3M
2
+$41.6M
3
+$40.3M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$26.7M
5
MSFT icon
Microsoft
MSFT
+$26.6M

Top Sells

1
+$43.8M
2
+$37.7M
3
+$31.6M
4
SPGI icon
S&P Global
SPGI
+$30M
5
FDX icon
FedEx
FDX
+$29.8M

Sector Composition

1 Technology 10.16%
2 Financials 6.9%
3 Healthcare 6.56%
4 Industrials 5.18%
5 Consumer Discretionary 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$1.06M 0.01%
7,414
-485
752
$1.06M 0.01%
19,716
+4,532
753
$1.06M 0.01%
9,491
+978
754
$1.06M 0.01%
4,409
+106
755
$1.06M 0.01%
46,765
-650
756
$1.06M 0.01%
25,211
-42,048
757
$1.05M 0.01%
28,857
758
$1.05M 0.01%
+11,775
759
$1.05M 0.01%
56,556
-18,668
760
$1.05M 0.01%
10,016
+959
761
$1.05M 0.01%
11,645
+2,379
762
$1.05M 0.01%
27,886
-6,792
763
$1.04M 0.01%
40,120
+130
764
$1.04M 0.01%
24,715
-414,577
765
$1.03M 0.01%
68,643
+4,589
766
$1.02M 0.01%
7,990
+17
767
$1.02M 0.01%
48,310
-3,771
768
$1.02M 0.01%
44,128
+5,461
769
$1.02M 0.01%
17,347
-75
770
$1.01M 0.01%
9,923
-115
771
$1.01M 0.01%
31,286
-1,238
772
$1.01M 0.01%
27,351
+2,955
773
$1.01M 0.01%
52,326
-4,516
774
$1M 0.01%
45,323
-2,753
775
$1M 0.01%
8,983
+4,590
29 30
31
32 33