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
$18.2B
AUM Growth
-$2.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,212
New
Increased
Reduced
Closed

Top Buys

1
+$111M
2
+$43.5M
3
+$39.9M
4
AAPL icon
Apple
AAPL
+$37.9M
5
TRI icon
Thomson Reuters
TRI
+$34M

Top Sells

1
+$36.1M
2
+$27.8M
3
+$25.9M
4
ITB icon
iShares US Home Construction ETF
ITB
+$20.4M
5
XOM icon
Exxon Mobil
XOM
+$18.5M

Sector Composition

1 Technology 10.09%
2 Healthcare 6.76%
3 Financials 5.41%
4 Industrials 4.55%
5 Consumer Discretionary 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$607K ﹤0.01%
46,217
-1,294
752
$607K ﹤0.01%
14,622
+23
753
$604K ﹤0.01%
31,088
-3,161
754
$604K ﹤0.01%
2,655
+110
755
$602K ﹤0.01%
3,911
-89
756
$600K ﹤0.01%
21,783
-1,409
757
$588K ﹤0.01%
+6,548
758
$587K ﹤0.01%
4,628
+106
759
$586K ﹤0.01%
5,895
-78
760
$582K ﹤0.01%
9,546
+3,780
761
$582K ﹤0.01%
5,988
-89
762
$580K ﹤0.01%
48,195
+3,231
763
$574K ﹤0.01%
444
+14
764
$574K ﹤0.01%
39,513
-805
765
$572K ﹤0.01%
63,015
-1,420
766
$568K ﹤0.01%
29,908
+14,954
767
$567K ﹤0.01%
14,780
+7,964
768
$564K ﹤0.01%
24,250
769
$561K ﹤0.01%
8,072
+172
770
$557K ﹤0.01%
6,084
+2
771
$554K ﹤0.01%
21,537
-5
772
$553K ﹤0.01%
17,973
+1,671
773
$551K ﹤0.01%
23,632
+3,617
774
$546K ﹤0.01%
20,113
-3,331
775
$545K ﹤0.01%
6,183
-32
29 30
31
32 33