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
776
$999K 0.01%
21,990
+3,620
777
$998K 0.01%
30,574
-1,013
778
$995K 0.01%
10,975
-357
779
$995K 0.01%
54,202
+11,843
780
$992K 0.01%
21,991
+1,620
781
$991K 0.01%
31,495
+1,018
782
$989K 0.01%
41,064
+9,228
783
$988K 0.01%
13,812
+2,965
784
$985K 0.01%
27,290
+5,600
785
$983K 0.01%
9,515
+1,030
786
$983K 0.01%
+15,795
787
$978K 0.01%
30,686
-761
788
$973K 0.01%
28,982
-2,604
789
$971K 0.01%
19,129
+422
790
$971K 0.01%
8,787
-141
791
$960K 0.01%
10,019
+3,647
792
$956K 0.01%
23,706
+289
793
$950K 0.01%
45,873
+8,481
794
$943K 0.01%
9,482
-190
795
$942K 0.01%
20,834
+12,109
796
$942K 0.01%
83,731
-90
797
$941K 0.01%
17,834
+812
798
$939K 0.01%
22,148
-932
799
$939K 0.01%
+14,061
800
$930K 0.01%
51,699
+5,662
30 31
32
33 34