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
$18.2B
AUM Growth
-$2.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,212
New
Increased
Reduced
Closed

Top Buys

1
+$111M
2
+$43.5M
3
+$39.9M
4
AAPL icon
Apple
AAPL
+$37.9M
5
TRI icon
Thomson Reuters
TRI
+$34M

Top Sells

1
+$36.1M
2
+$27.8M
3
+$25.9M
4
ITB icon
iShares US Home Construction ETF
ITB
+$20.4M
5
XOM icon
Exxon Mobil
XOM
+$18.5M

Sector Composition

1 Technology 10.09%
2 Healthcare 6.76%
3 Financials 5.41%
4 Industrials 4.55%
5 Consumer Discretionary 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$444K ﹤0.01%
11,140
+710
827
$438K ﹤0.01%
2,706
-254
828
$436K ﹤0.01%
28,227
+664
829
$436K ﹤0.01%
7,080
+2,363
830
$435K ﹤0.01%
8,572
831
$435K ﹤0.01%
12,098
-5,570
832
$434K ﹤0.01%
25,605
+294
833
$432K ﹤0.01%
10,833
-1,479
834
$424K ﹤0.01%
+16,750
835
$421K ﹤0.01%
12,407
+26
836
$416K ﹤0.01%
10,789
+3,056
837
$415K ﹤0.01%
17,554
-1,816
838
$412K ﹤0.01%
6,996
+824
839
$410K ﹤0.01%
2,730
+209
840
$409K ﹤0.01%
4,912
+864
841
$407K ﹤0.01%
13,969
+2,040
842
$406K ﹤0.01%
4,319
-212
843
$404K ﹤0.01%
17,090
-980
844
$404K ﹤0.01%
11,185
-772
845
$404K ﹤0.01%
19,275
-16,700
846
$403K ﹤0.01%
6,391
+391
847
$402K ﹤0.01%
4,888
848
$401K ﹤0.01%
1,850
+144
849
$401K ﹤0.01%
2,711
+1,173
850
$398K ﹤0.01%
6,722
-14
32 33
34
35 36