UCFA

United Capital Financial Advisors Portfolio holdings

AUM $16.6B
1-Year Est. Return 17.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.99%
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
+$35.1M
3
+$34.2M
4
ADP icon
Automatic Data Processing
ADP
+$23.3M
5
SPGI icon
S&P Global
SPGI
+$19.6M

Top Sells

1
+$131M
2
+$125M
3
+$43M
4
AMGN icon
Amgen
AMGN
+$27.1M
5
VUG icon
Vanguard Growth ETF
VUG
+$25.9M

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
851
$515K ﹤0.01%
10,276
-1,221
852
$514K ﹤0.01%
9,014
-594
853
$510K ﹤0.01%
10,922
854
$510K ﹤0.01%
9,784
-4,224
855
$510K ﹤0.01%
+3,789
856
$507K ﹤0.01%
25,357
+471
857
$506K ﹤0.01%
7,205
-1,880
858
$503K ﹤0.01%
9,574
-2,470
859
$502K ﹤0.01%
12,634
-2
860
$502K ﹤0.01%
2,852
-123
861
$502K ﹤0.01%
4,743
-444
862
$499K ﹤0.01%
34,200
-2,523
863
$498K ﹤0.01%
+1,104
864
$497K ﹤0.01%
5,983
+272
865
$496K ﹤0.01%
46,713
+447
866
$493K ﹤0.01%
14,245
+3,911
867
$490K ﹤0.01%
2,718
-76
868
$489K ﹤0.01%
2,162
+338
869
$488K ﹤0.01%
5,330
-94
870
$484K ﹤0.01%
7,470
-1,056
871
$483K ﹤0.01%
9,956
+3,144
872
$479K ﹤0.01%
32,750
-3,500
873
$479K ﹤0.01%
67,246
-6,041
874
$478K ﹤0.01%
8,069
+600
875
$478K ﹤0.01%
12,492
+3,138
33 34
35
36 37