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
$13.7B
AUM Growth
+$1.65B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,275
New
Increased
Reduced
Closed

Top Buys

1
+$66.5M
2
+$35.1M
3
+$34.2M
4
ADP icon
Automatic Data Processing
ADP
+$23.3M
5
SPGI icon
S&P Global
SPGI
+$19.6M

Top Sells

1
+$131M
2
+$125M
3
+$43M
4
AMGN icon
Amgen
AMGN
+$27.1M
5
VUG icon
Vanguard Growth ETF
VUG
+$25.9M

Sector Composition

1 Technology 11.62%
2 Healthcare 6.73%
3 Financials 5.39%
4 Consumer Discretionary 4.92%
5 Industrials 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$713K 0.01%
+40,735
752
$707K 0.01%
13,005
-820
753
$703K 0.01%
36,484
-83
754
$703K 0.01%
21,899
-2,968
755
$691K 0.01%
50,253
756
$689K 0.01%
+13,564
757
$684K 0.01%
6,397
-310
758
$681K 0.01%
15,062
-5,342
759
$678K ﹤0.01%
10,666
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760
$676K ﹤0.01%
40,919
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761
$672K ﹤0.01%
19,759
-168
762
$670K ﹤0.01%
24,841
-7,425
763
$670K ﹤0.01%
5,433
+240
764
$665K ﹤0.01%
25,326
-1,348
765
$663K ﹤0.01%
6,927
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766
$657K ﹤0.01%
17,465
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767
$656K ﹤0.01%
12,081
768
$655K ﹤0.01%
14,382
769
$655K ﹤0.01%
7,392
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$654K ﹤0.01%
+27,821
771
$653K ﹤0.01%
146,107
+53,013
772
$653K ﹤0.01%
20,725
-1,000
773
$649K ﹤0.01%
14,619
+35
774
$649K ﹤0.01%
+60,776
775
$648K ﹤0.01%
17,736
+125
29 30
31
32 33