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
826
$559K ﹤0.01%
+13,483
827
$556K ﹤0.01%
+5,571
828
$553K ﹤0.01%
4,763
-71
829
$552K ﹤0.01%
6,183
-3,740
830
$548K ﹤0.01%
4,574
-43
831
$547K ﹤0.01%
+9,160
832
$546K ﹤0.01%
6,695
+334
833
$542K ﹤0.01%
19,188
-180
834
$539K ﹤0.01%
1,727
+178
835
$536K ﹤0.01%
9,123
+4
836
$535K ﹤0.01%
30,100
-4,007
837
$535K ﹤0.01%
2,787
+9
838
$532K ﹤0.01%
9,876
+263
839
$532K ﹤0.01%
5,976
-786
840
$527K ﹤0.01%
26,817
-3,601
841
$527K ﹤0.01%
20,706
-1,558
842
$526K ﹤0.01%
40,938
-3,720
843
$526K ﹤0.01%
11,598
-945
844
$525K ﹤0.01%
32,400
+100
845
$523K ﹤0.01%
6,266
-334
846
$522K ﹤0.01%
28,297
-82,077
847
$521K ﹤0.01%
8,137
-560
848
$518K ﹤0.01%
7,365
-96
849
$518K ﹤0.01%
27,154
-74,487
850
$516K ﹤0.01%
+117,905
32 33
34
35 36