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
76
$42.1M 0.31%
683,953
+176,465
77
$40M 0.29%
369,597
+6,654
78
$39.8M 0.29%
160,650
-42,360
79
$39.8M 0.29%
3,246,798
-210,738
80
$38.1M 0.28%
481,468
+82,248
81
$37.5M 0.27%
685,648
+56,174
82
$37.5M 0.27%
486,795
+32,289
83
$37.2M 0.27%
632,548
-77,260
84
$37.1M 0.27%
68,165
+245
85
$36.9M 0.27%
531,380
+6,419
86
$36.9M 0.27%
1,515,042
-148,257
87
$36.3M 0.26%
123,098
+30,737
88
$36.2M 0.26%
627,231
+33,435
89
$36.1M 0.26%
267,119
+34,025
90
$35.9M 0.26%
210,430
-4,691
91
$35.8M 0.26%
327,765
+67,245
92
$35.8M 0.26%
138,428
+1,449
93
$35.5M 0.26%
389,459
-5,875
94
$35.3M 0.26%
288,022
+277,967
95
$34.5M 0.25%
231,114
+43,058
96
$34.3M 0.25%
210,947
+4,944
97
$33.5M 0.24%
589,335
+143,291
98
$33.4M 0.24%
438,863
+67,403
99
$32.4M 0.24%
231,264
-4,243
100
$31.5M 0.23%
117,589
+13,943
2 3
4
5 6