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
$15.5B
AUM Growth
+$1.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,441
New
Increased
Reduced
Closed

Top Buys

1
+$43.3M
2
+$41.6M
3
+$40.3M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$26.7M
5
MSFT icon
Microsoft
MSFT
+$26.6M

Top Sells

1
+$43.8M
2
+$37.7M
3
+$31.6M
4
SPGI icon
S&P Global
SPGI
+$30M
5
FDX icon
FedEx
FDX
+$29.8M

Sector Composition

1 Technology 10.16%
2 Financials 6.9%
3 Healthcare 6.56%
4 Industrials 5.18%
5 Consumer Discretionary 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$740K ﹤0.01%
88,376
+14,432
877
$734K ﹤0.01%
19,038
+48
878
$732K ﹤0.01%
17,409
-583
879
$732K ﹤0.01%
39,366
+21,201
880
$717K ﹤0.01%
12,142
+18
881
$715K ﹤0.01%
12,111
+1,201
882
$715K ﹤0.01%
11,333
-622
883
$713K ﹤0.01%
4,300
+947
884
$713K ﹤0.01%
15,181
+3,225
885
$711K ﹤0.01%
28,853
-824
886
$703K ﹤0.01%
88,005
-4,567
887
$703K ﹤0.01%
22,710
+8,788
888
$702K ﹤0.01%
5,524
+3,600
889
$699K ﹤0.01%
24,169
+2,838
890
$699K ﹤0.01%
21,992
+2,364
891
$695K ﹤0.01%
11,333
+4,307
892
$694K ﹤0.01%
87,926
-4,571
893
$693K ﹤0.01%
91,438
-6,577
894
$691K ﹤0.01%
50,000
895
$689K ﹤0.01%
+12,205
896
$687K ﹤0.01%
27,418
+8,747
897
$682K ﹤0.01%
16,113
-110
898
$680K ﹤0.01%
61,883
899
$674K ﹤0.01%
7,164
+1,444
900
$672K ﹤0.01%
11,887
+1,814
34 35
36
37 38