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
$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
+$38.9M
3
+$34M
4
ADP icon
Automatic Data Processing
ADP
+$24.2M
5
POOL icon
Pool Corp
POOL
+$22.6M

Top Sells

1
+$131M
2
+$125M
3
+$45.5M
4
VUG icon
Vanguard Growth ETF
VUG
+$28.3M
5
AMGN icon
Amgen
AMGN
+$28M

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
876
$478K ﹤0.01%
37,304
-63,733
877
$475K ﹤0.01%
48,449
-5,719
878
$475K ﹤0.01%
15,591
-7,639
879
$473K ﹤0.01%
7,444
-919
880
$472K ﹤0.01%
5,726
-2,916
881
$471K ﹤0.01%
27,845
-65
882
$471K ﹤0.01%
33,025
-789
883
$471K ﹤0.01%
31,790
884
$469K ﹤0.01%
41,377
+831
885
$468K ﹤0.01%
7,174
-555
886
$467K ﹤0.01%
9,702
+907
887
$465K ﹤0.01%
4,846
+116
888
$465K ﹤0.01%
24,250
889
$465K ﹤0.01%
11,070
890
$464K ﹤0.01%
10,001
-128
891
$462K ﹤0.01%
63,054
-6,002
892
$460K ﹤0.01%
17,990
-1,748
893
$460K ﹤0.01%
4,050
-1,274
894
$457K ﹤0.01%
3,055
-251
895
$457K ﹤0.01%
9,076
-10,561
896
$457K ﹤0.01%
15,185
-610
897
$454K ﹤0.01%
12,803
-802
898
$453K ﹤0.01%
14,927
-7,073
899
$453K ﹤0.01%
63,239
-6,264
900
$450K ﹤0.01%
15,096
-1,093
34 35
36
37 38