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
826
$545K ﹤0.01%
1,925
-2,608
827
$544K ﹤0.01%
3,400
-603
828
$541K ﹤0.01%
6,852
+1,252
829
$538K ﹤0.01%
5,944
-993
830
$534K ﹤0.01%
12,483
+724
831
$528K ﹤0.01%
25,385
+424
832
$527K ﹤0.01%
16,673
-3,894
833
$526K ﹤0.01%
5,568
+3
834
$525K ﹤0.01%
5,530
835
$522K ﹤0.01%
2,538
+381
836
$521K ﹤0.01%
14,192
+1,105
837
$514K ﹤0.01%
2,997
+31
838
$514K ﹤0.01%
2,798
+28
839
$507K ﹤0.01%
10,597
840
$504K ﹤0.01%
3,489
-4,357
841
$502K ﹤0.01%
6,476
+850
842
$495K ﹤0.01%
12,613
+581
843
$489K ﹤0.01%
55,732
-3,021
844
$489K ﹤0.01%
20,837
+11,344
845
$487K ﹤0.01%
7,149
+868
846
$486K ﹤0.01%
27,282
+485
847
$485K ﹤0.01%
8,062
-2,000
848
$481K ﹤0.01%
8,572
849
$481K ﹤0.01%
+9,566
850
$480K ﹤0.01%
5,166
-110
32 33
34
35 36