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
901
$412K ﹤0.01%
39,462
+893
902
$408K ﹤0.01%
19,223
+2,456
903
$408K ﹤0.01%
7,457
+665
904
$408K ﹤0.01%
2,024
-371
905
$407K ﹤0.01%
8,965
906
$407K ﹤0.01%
1,552
+177
907
$402K ﹤0.01%
1,574
-7
908
$402K ﹤0.01%
3,076
+486
909
$401K ﹤0.01%
14,043
+2,500
910
$401K ﹤0.01%
14,756
+638
911
$401K ﹤0.01%
6,510
912
$400K ﹤0.01%
19,351
-1,212
913
$398K ﹤0.01%
8,274
-300
914
$397K ﹤0.01%
7,855
-27
915
$397K ﹤0.01%
15,286
-4,814
916
$395K ﹤0.01%
3,984
+40
917
$395K ﹤0.01%
5,046
-450
918
$395K ﹤0.01%
7,560
-594
919
$395K ﹤0.01%
3,016
+400
920
$394K ﹤0.01%
17,400
921
$393K ﹤0.01%
6,200
+1,691
922
$393K ﹤0.01%
2,781
+135
923
$391K ﹤0.01%
6,805
-139
924
$391K ﹤0.01%
1,898
+28
925
$390K ﹤0.01%
11,102
-58
35 36
37
38 39