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
926
$411K ﹤0.01%
18,910
-5,500
927
$410K ﹤0.01%
7,406
-275
928
$409K ﹤0.01%
15,592
+3,185
929
$408K ﹤0.01%
1,891
+58
930
$406K ﹤0.01%
1,731
-208
931
$402K ﹤0.01%
78,763
+3,317
932
$398K ﹤0.01%
2,185
+54
933
$397K ﹤0.01%
65,075
-6,187
934
$396K ﹤0.01%
27,653
935
$394K ﹤0.01%
7,485
-2,445
936
$392K ﹤0.01%
109,586
-16,706
937
$390K ﹤0.01%
15,123
-608
938
$390K ﹤0.01%
17,435
-31,940
939
$385K ﹤0.01%
12,666
+417
940
$383K ﹤0.01%
4,659
-743
941
$383K ﹤0.01%
9,072
-1,410
942
$383K ﹤0.01%
2,750
-115
943
$382K ﹤0.01%
9,732
-2,088
944
$380K ﹤0.01%
12,234
-2,952
945
$379K ﹤0.01%
12,990
-4,271
946
$377K ﹤0.01%
39,792
947
$375K ﹤0.01%
+15,139
948
$373K ﹤0.01%
4,884
+88
949
$372K ﹤0.01%
10,186
-3,619
950
$371K ﹤0.01%
6,824
-167
36 37
38
39 40