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
$18.2B
AUM Growth
-$2.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,212
New
Increased
Reduced
Closed

Top Buys

1
+$111M
2
+$43.5M
3
+$39.9M
4
AAPL icon
Apple
AAPL
+$37.9M
5
TRI icon
Thomson Reuters
TRI
+$34M

Top Sells

1
+$36.1M
2
+$27.8M
3
+$25.9M
4
ITB icon
iShares US Home Construction ETF
ITB
+$20.4M
5
XOM icon
Exxon Mobil
XOM
+$18.5M

Sector Composition

1 Technology 10.09%
2 Healthcare 6.76%
3 Financials 5.41%
4 Industrials 4.55%
5 Consumer Discretionary 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$341K ﹤0.01%
3,006
+90
902
$341K ﹤0.01%
10,063
+808
903
$340K ﹤0.01%
5,382
+393
904
$338K ﹤0.01%
12,431
-779
905
$335K ﹤0.01%
74,009
-47,115
906
$333K ﹤0.01%
1,905
-174
907
$333K ﹤0.01%
7,200
908
$332K ﹤0.01%
2,496
+127
909
$331K ﹤0.01%
20,270
-1,555
910
$330K ﹤0.01%
+11,076
911
$329K ﹤0.01%
1,569
+442
912
$328K ﹤0.01%
2,876
-373
913
$327K ﹤0.01%
+5,143
914
$324K ﹤0.01%
10,745
+78
915
$323K ﹤0.01%
4,244
916
$323K ﹤0.01%
1,864
-160,359
917
$322K ﹤0.01%
5,974
-583
918
$322K ﹤0.01%
5,217
+1
919
$321K ﹤0.01%
5,814
-1,011
920
$320K ﹤0.01%
20,000
921
$319K ﹤0.01%
7,246
+2,811
922
$316K ﹤0.01%
4,946
+122
923
$316K ﹤0.01%
6,058
+720
924
$316K ﹤0.01%
3,406
-183
925
$316K ﹤0.01%
5,329
35 36
37
38 39