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
776
$686K ﹤0.01%
14,599
777
$681K ﹤0.01%
6,218
+34
778
$679K ﹤0.01%
4,204
-174
779
$675K ﹤0.01%
10,323
+925
780
$675K ﹤0.01%
+28,576
781
$673K ﹤0.01%
24,250
782
$672K ﹤0.01%
35,987
+5,196
783
$671K ﹤0.01%
25,154
+769
784
$669K ﹤0.01%
5,129
-711
785
$667K ﹤0.01%
7,822
+783
786
$664K ﹤0.01%
11,859
+427
787
$662K ﹤0.01%
3,425
-186
788
$659K ﹤0.01%
26,936
-922
789
$657K ﹤0.01%
2,077
-12
790
$656K ﹤0.01%
19,173
-40
791
$653K ﹤0.01%
9,379
+848
792
$652K ﹤0.01%
38,698
793
$645K ﹤0.01%
4,950
+46
794
$641K ﹤0.01%
3,202
-1
795
$638K ﹤0.01%
13,767
-91
796
$638K ﹤0.01%
17,545
+1,592
797
$635K ﹤0.01%
7,500
-92
798
$635K ﹤0.01%
25,214
-3,944
799
$626K ﹤0.01%
13,141
800
$625K ﹤0.01%
7,352
-1,605
30 31
32
33 34