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
976
$328K ﹤0.01%
14,164
-1,656
977
$323K ﹤0.01%
7,480
-244
978
$322K ﹤0.01%
3,098
+448
979
$321K ﹤0.01%
+5,925
980
$319K ﹤0.01%
11,304
+2,724
981
$319K ﹤0.01%
12,757
982
$318K ﹤0.01%
9,418
983
$313K ﹤0.01%
2,232
-1,017
984
$311K ﹤0.01%
5,172
985
$311K ﹤0.01%
7,381
986
$311K ﹤0.01%
+3,480
987
$308K ﹤0.01%
5,278
+204
988
$307K ﹤0.01%
8,112
-3,747
989
$307K ﹤0.01%
+5,705
990
$305K ﹤0.01%
1,886
+328
991
$304K ﹤0.01%
28,603
992
$304K ﹤0.01%
1,522
-32
993
$303K ﹤0.01%
7,440
-1,956
994
$303K ﹤0.01%
6,510
995
$303K ﹤0.01%
+4,061
996
$303K ﹤0.01%
11,330
-824
997
$300K ﹤0.01%
26,936
-521
998
$299K ﹤0.01%
1,709
-173
999
$299K ﹤0.01%
1,518
-50
1000
$296K ﹤0.01%
21,987
-8,565
38 39
40
41 42