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
926
$390K ﹤0.01%
562
+81
927
$390K ﹤0.01%
4,187
+1,045
928
$388K ﹤0.01%
10,147
+2,062
929
$385K ﹤0.01%
5,694
-129
930
$385K ﹤0.01%
2,678
+502
931
$384K ﹤0.01%
10,349
+647
932
$383K ﹤0.01%
2,432
+77
933
$383K ﹤0.01%
10,741
+5
934
$382K ﹤0.01%
4,328
-268
935
$382K ﹤0.01%
+4,214
936
$382K ﹤0.01%
5,525
+90
937
$382K ﹤0.01%
1,634
-211
938
$379K ﹤0.01%
+14,954
939
$376K ﹤0.01%
10,000
940
$374K ﹤0.01%
3,556
+668
941
$374K ﹤0.01%
7,200
+1,800
942
$372K ﹤0.01%
+1,035
943
$371K ﹤0.01%
7,208
-1,548
944
$367K ﹤0.01%
4,737
-2,130
945
$366K ﹤0.01%
13,450
-30
946
$365K ﹤0.01%
1,783
-721
947
$365K ﹤0.01%
1,934
-33,980
948
$361K ﹤0.01%
12,686
+1,356
949
$359K ﹤0.01%
4,838
+46
950
$357K ﹤0.01%
2,707
-7,051
36 37
38
39 40