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
801
$621K ﹤0.01%
5,145
-163
802
$619K ﹤0.01%
25,027
-2,349
803
$610K ﹤0.01%
+23,781
804
$609K ﹤0.01%
11,748
-440
805
$606K ﹤0.01%
32,400
-4,000
806
$605K ﹤0.01%
7,379
-1,286
807
$604K ﹤0.01%
7,741
+549
808
$603K ﹤0.01%
508
+103
809
$598K ﹤0.01%
25,266
-10
810
$598K ﹤0.01%
8,389
-20
811
$595K ﹤0.01%
31,754
+4,310
812
$593K ﹤0.01%
21,453
-8,099
813
$593K ﹤0.01%
2,611
814
$589K ﹤0.01%
2,131
-45
815
$586K ﹤0.01%
10,925
-440
816
$575K ﹤0.01%
13,493
+479
817
$569K ﹤0.01%
3,265
-13
818
$560K ﹤0.01%
24,501
-29
819
$559K ﹤0.01%
2,983
+62
820
$559K ﹤0.01%
6,104
-26
821
$554K ﹤0.01%
7,326
+3,783
822
$553K ﹤0.01%
20,927
-2,342
823
$548K ﹤0.01%
31,044
+3,086
824
$546K ﹤0.01%
5,263
+2
825
$545K ﹤0.01%
18,680
+2,098
31 32
33
34 35