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
801
$598K ﹤0.01%
40,267
-9,755
802
$595K ﹤0.01%
26,785
-899
803
$595K ﹤0.01%
+36,992
804
$595K ﹤0.01%
+30,840
805
$591K ﹤0.01%
3,957
-85
806
$590K ﹤0.01%
6,920
-207,589
807
$584K ﹤0.01%
105,861
-17,444
808
$584K ﹤0.01%
42,068
-4,521
809
$583K ﹤0.01%
59,957
-277
810
$582K ﹤0.01%
9,544
-469
811
$579K ﹤0.01%
+40,894
812
$578K ﹤0.01%
+89,828
813
$574K ﹤0.01%
39,246
-8,728
814
$574K ﹤0.01%
3,293
815
$572K ﹤0.01%
20,619
816
$571K ﹤0.01%
10,801
-558
817
$571K ﹤0.01%
16,923
-99,600
818
$570K ﹤0.01%
+4,995
819
$570K ﹤0.01%
7,517
+141
820
$570K ﹤0.01%
+7,762
821
$570K ﹤0.01%
12,332
822
$565K ﹤0.01%
20,957
+62
823
$562K ﹤0.01%
4,641
824
$561K ﹤0.01%
47,720
-4,227
825
$560K ﹤0.01%
6,436
+658
31 32
33
34 35