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
876
$439K ﹤0.01%
+1,810
877
$439K ﹤0.01%
6,756
878
$439K ﹤0.01%
49,403
879
$439K ﹤0.01%
4,850
-4
880
$439K ﹤0.01%
5,993
+106
881
$438K ﹤0.01%
5,774
+725
882
$436K ﹤0.01%
51,504
-1,935
883
$435K ﹤0.01%
5,101
-316
884
$434K ﹤0.01%
6,144
-1,569
885
$434K ﹤0.01%
7,354
886
$434K ﹤0.01%
17,602
+104
887
$433K ﹤0.01%
2,093
+628
888
$433K ﹤0.01%
17,922
-3,500
889
$433K ﹤0.01%
2,572
-5,149
890
$432K ﹤0.01%
4,611
-270
891
$426K ﹤0.01%
24,539
-512,630
892
$425K ﹤0.01%
7,046
+675
893
$425K ﹤0.01%
4,035
894
$424K ﹤0.01%
3,779
+9
895
$423K ﹤0.01%
7,063
-17
896
$421K ﹤0.01%
39,792
897
$419K ﹤0.01%
36,555
+3,628
898
$417K ﹤0.01%
22,213
-25
899
$417K ﹤0.01%
1,913
+195
900
$413K ﹤0.01%
4,470
+238
34 35
36
37 38