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
$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
+$38.9M
3
+$34M
4
ADP icon
Automatic Data Processing
ADP
+$24.2M
5
POOL icon
Pool Corp
POOL
+$22.6M

Top Sells

1
+$131M
2
+$125M
3
+$45.5M
4
VUG icon
Vanguard Growth ETF
VUG
+$28.3M
5
AMGN icon
Amgen
AMGN
+$28M

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
776
$645K ﹤0.01%
7,388
-1,852
777
$641K ﹤0.01%
5,081
-312
778
$640K ﹤0.01%
+38,184
779
$636K ﹤0.01%
24,587
+3,194
780
$636K ﹤0.01%
30,636
781
$630K ﹤0.01%
7,175
-1,918
782
$630K ﹤0.01%
91,603
+29,150
783
$628K ﹤0.01%
26,920
+14,819
784
$627K ﹤0.01%
25,277
-88,992
785
$626K ﹤0.01%
11,397
+5,525
786
$625K ﹤0.01%
60,553
+10,867
787
$624K ﹤0.01%
8,326
-2,032
788
$623K ﹤0.01%
27,630
+291
789
$622K ﹤0.01%
12,393
-492
790
$621K ﹤0.01%
31,210
-257,430
791
$618K ﹤0.01%
30,295
-8,173
792
$617K ﹤0.01%
7,092
-259
793
$616K ﹤0.01%
27,420
-8,834
794
$614K ﹤0.01%
17,712
-766
795
$613K ﹤0.01%
56,193
-104,593
796
$612K ﹤0.01%
3,611
-705
797
$610K ﹤0.01%
15,685
+68
798
$604K ﹤0.01%
+9,440
799
$603K ﹤0.01%
9,200
800
$598K ﹤0.01%
16,015
+2,487
30 31
32
33 34