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
951
$356K ﹤0.01%
12,460
+8
952
$355K ﹤0.01%
10,997
-223
953
$355K ﹤0.01%
2,663
954
$355K ﹤0.01%
4,719
-1,660
955
$353K ﹤0.01%
2,200
-2,000
956
$351K ﹤0.01%
1,596
+252
957
$350K ﹤0.01%
5,329
-700
958
$348K ﹤0.01%
+682
959
$348K ﹤0.01%
7,104
-842
960
$344K ﹤0.01%
5,301
+168
961
$343K ﹤0.01%
3,588
+252
962
$342K ﹤0.01%
6,866
+602
963
$342K ﹤0.01%
20,007
+123
964
$341K ﹤0.01%
7,512
+898
965
$340K ﹤0.01%
17,194
+5,494
966
$340K ﹤0.01%
1,067
-1,515
967
$338K ﹤0.01%
915
+140
968
$337K ﹤0.01%
15,845
969
$337K ﹤0.01%
11,008
-5,760
970
$335K ﹤0.01%
2,167
-45
971
$333K ﹤0.01%
33,430
-1,125
972
$332K ﹤0.01%
1,442
-38
973
$328K ﹤0.01%
16,604
+1,820
974
$328K ﹤0.01%
66
975
$325K ﹤0.01%
1,497
+374
37 38
39
40 41