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
851
$397K ﹤0.01%
5,624
+21
852
$396K ﹤0.01%
9,495
-3,482
853
$396K ﹤0.01%
11,790
+35
854
$395K ﹤0.01%
15,826
+776
855
$394K ﹤0.01%
6,044
+33
856
$393K ﹤0.01%
24,937
+1
857
$392K ﹤0.01%
10,520
+4,253
858
$392K ﹤0.01%
13,533
+215
859
$391K ﹤0.01%
32,550
+1,612
860
$389K ﹤0.01%
17,722
+56
861
$389K ﹤0.01%
5,354
+77
862
$388K ﹤0.01%
+14,847
863
$387K ﹤0.01%
5,589
+4
864
$386K ﹤0.01%
83,796
-9,271
865
$386K ﹤0.01%
3,231
-67
866
$385K ﹤0.01%
+1,836
867
$385K ﹤0.01%
1,654
+102
868
$383K ﹤0.01%
7,673
-159,712
869
$383K ﹤0.01%
28,883
+6,244
870
$383K ﹤0.01%
8,284
871
$382K ﹤0.01%
4,006
-449
872
$378K ﹤0.01%
7,475
-4,456
873
$376K ﹤0.01%
30,862
874
$374K ﹤0.01%
6,656
-2,033
875
$374K ﹤0.01%
3,352
+231
33 34
35
36 37