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
776
$301K 0.01%
5,000
777
$300K 0.01%
+252
778
$298K 0.01%
9,375
779
$298K 0.01%
+7,293
780
$298K 0.01%
+5,608
781
$297K 0.01%
+19,340
782
$294K 0.01%
8,218
+2,004
783
$291K 0.01%
+3,354
784
$290K 0.01%
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785
$289K 0.01%
23,006
+3,970
786
$288K 0.01%
52,929
+3,610
787
$282K 0.01%
+5,177
788
$280K 0.01%
7,200
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789
$280K 0.01%
22,000
790
$279K 0.01%
2,744
+109
791
$278K 0.01%
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792
$278K 0.01%
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793
$278K 0.01%
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794
$278K 0.01%
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795
$277K 0.01%
26,924
-139,624
796
$275K 0.01%
6,291
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797
$274K 0.01%
+8,136
798
$272K 0.01%
+6,981
799
$272K 0.01%
+4,361
800
$271K 0.01%
+7,223
30 31
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