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
901
$446K ﹤0.01%
4,968
+52
902
$443K ﹤0.01%
6,837
903
$443K ﹤0.01%
10,897
-26,571
904
$442K ﹤0.01%
17,388
+894
905
$441K ﹤0.01%
17,020
-1,135
906
$441K ﹤0.01%
10,444
+104
907
$440K ﹤0.01%
8,751
-1,143
908
$440K ﹤0.01%
11,517
-115,169
909
$439K ﹤0.01%
35,638
910
$438K ﹤0.01%
4,082
+12
911
$433K ﹤0.01%
2,033
-1,177
912
$431K ﹤0.01%
7,320
-86,143
913
$430K ﹤0.01%
12,570
+1,853
914
$428K ﹤0.01%
47,746
-40,730
915
$427K ﹤0.01%
35,063
-8,493
916
$427K ﹤0.01%
530
-4
917
$424K ﹤0.01%
6,500
918
$424K ﹤0.01%
4,578
-554
919
$421K ﹤0.01%
27,547
-1,224
920
$421K ﹤0.01%
3,105
-17,533
921
$417K ﹤0.01%
8,096
+35
922
$414K ﹤0.01%
5,980
-20,122
923
$414K ﹤0.01%
1,631
+249
924
$413K ﹤0.01%
1,947
-1,235
925
$412K ﹤0.01%
6,928
+503
35 36
37
38 39