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
951
$290K ﹤0.01%
6,437
-47
952
$290K ﹤0.01%
908
+264
953
$287K ﹤0.01%
104,233
954
$287K ﹤0.01%
946
+201
955
$286K ﹤0.01%
5,822
+300
956
$285K ﹤0.01%
11,042
-2,880
957
$281K ﹤0.01%
4,271
+117
958
$280K ﹤0.01%
17,671
+70
959
$279K ﹤0.01%
+11,580
960
$279K ﹤0.01%
5,378
+292
961
$279K ﹤0.01%
17,400
962
$275K ﹤0.01%
37,854
+5,958
963
$274K ﹤0.01%
5,179
-86
964
$272K ﹤0.01%
2,597
+62
965
$271K ﹤0.01%
+80,000
966
$271K ﹤0.01%
3,019
+107
967
$270K ﹤0.01%
3,852
-86
968
$270K ﹤0.01%
40,199
+144
969
$269K ﹤0.01%
15,059
970
$269K ﹤0.01%
5,628
-766
971
$268K ﹤0.01%
10,380
972
$268K ﹤0.01%
+8,846
973
$267K ﹤0.01%
13,556
+22
974
$267K ﹤0.01%
2,512
+53
975
$266K ﹤0.01%
3,106
-1,167
37 38
39
40 41