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
851
$475K ﹤0.01%
11,716
-3,771
852
$475K ﹤0.01%
11,344
+1,968
853
$475K ﹤0.01%
4,855
+15
854
$474K ﹤0.01%
16,297
+1,646
855
$473K ﹤0.01%
1,177
-116
856
$472K ﹤0.01%
5,381
-353
857
$470K ﹤0.01%
56,545
-2,233
858
$469K ﹤0.01%
1,639
+206
859
$467K ﹤0.01%
10,006
860
$466K ﹤0.01%
6,775
-2,640
861
$465K ﹤0.01%
20,629
-690
862
$464K ﹤0.01%
35,037
+2,363
863
$461K ﹤0.01%
20,026
-743
864
$457K ﹤0.01%
4,311
+40
865
$454K ﹤0.01%
+2,158
866
$451K ﹤0.01%
30,070
867
$450K ﹤0.01%
14,152
-1,080
868
$446K ﹤0.01%
3,136
-27
869
$444K ﹤0.01%
7,122
-2,713
870
$444K ﹤0.01%
+8,625
871
$443K ﹤0.01%
2,871
+843
872
$443K ﹤0.01%
13,400
+500
873
$441K ﹤0.01%
5,360
+382
874
$440K ﹤0.01%
16,680
+434
875
$440K ﹤0.01%
2,759
-23
33 34
35
36 37