UCFA

United Capital Financial Advisors Portfolio holdings

AUM $16.6B
1-Year Est. Return 17.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.99%
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
+$35.1M
3
+$34.2M
4
ADP icon
Automatic Data Processing
ADP
+$23.3M
5
SPGI icon
S&P Global
SPGI
+$19.6M

Top Sells

1
+$131M
2
+$125M
3
+$43M
4
AMGN icon
Amgen
AMGN
+$27.1M
5
VUG icon
Vanguard Growth ETF
VUG
+$25.9M

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
951
$371K ﹤0.01%
8,106
-230
952
$369K ﹤0.01%
3,234
-393
953
$368K ﹤0.01%
4,766
-949
954
$366K ﹤0.01%
29,808
-10,869
955
$361K ﹤0.01%
5,159
-1,801
956
$361K ﹤0.01%
391
-140
957
$359K ﹤0.01%
14,214
+7
958
$357K ﹤0.01%
7,079
-3,247
959
$357K ﹤0.01%
10,531
960
$355K ﹤0.01%
5,702
+164
961
$355K ﹤0.01%
5,421
+200
962
$352K ﹤0.01%
10,678
-3,507
963
$350K ﹤0.01%
47,747
-57,475
964
$347K ﹤0.01%
15,000
965
$345K ﹤0.01%
7,297
966
$344K ﹤0.01%
10,084
-484
967
$343K ﹤0.01%
+2,280
968
$340K ﹤0.01%
15,896
-1,262
969
$339K ﹤0.01%
+5,273
970
$339K ﹤0.01%
9,334
-152
971
$336K ﹤0.01%
24,211
-2,776
972
$333K ﹤0.01%
+60,277
973
$332K ﹤0.01%
23,911
+131
974
$332K ﹤0.01%
23,549
+550
975
$330K ﹤0.01%
22,109
37 38
39
40 41