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
751
$756K ﹤0.01%
38,870
-205
752
$755K ﹤0.01%
34,108
-5,939
753
$751K ﹤0.01%
6,022
-2,498
754
$746K ﹤0.01%
53,187
755
$742K ﹤0.01%
12,589
-529
756
$742K ﹤0.01%
3,323
+533
757
$741K ﹤0.01%
6,469
-556
758
$740K ﹤0.01%
14,143
+94
759
$735K ﹤0.01%
5,928
-955
760
$735K ﹤0.01%
28,877
-1,380
761
$732K ﹤0.01%
4,491
-1,005
762
$729K ﹤0.01%
15,961
+1,357
763
$727K ﹤0.01%
2,316
-9,621
764
$727K ﹤0.01%
6,201
-31
765
$726K ﹤0.01%
20,529
+78
766
$723K ﹤0.01%
6,558
+437
767
$717K ﹤0.01%
46,796
+1,413
768
$708K ﹤0.01%
5,702
769
$708K ﹤0.01%
30,000
770
$704K ﹤0.01%
12,926
771
$703K ﹤0.01%
6,953
-770
772
$692K ﹤0.01%
15,313
+1,622
773
$690K ﹤0.01%
4,050
774
$689K ﹤0.01%
17,815
775
$687K ﹤0.01%
9,500
29 30
31
32 33