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
976
$323K ﹤0.01%
1,349
-48
977
$323K ﹤0.01%
9,090
-7,743
978
$321K ﹤0.01%
+11,185
979
$320K ﹤0.01%
2,077
+718
980
$320K ﹤0.01%
2,745
+567
981
$320K ﹤0.01%
3,757
+20
982
$320K ﹤0.01%
20,000
983
$319K ﹤0.01%
38,044
+2,261
984
$318K ﹤0.01%
8,769
+1,949
985
$316K ﹤0.01%
4,348
+1,063
986
$316K ﹤0.01%
4,370
-21
987
$316K ﹤0.01%
9,870
-685
988
$315K ﹤0.01%
1,719
-120
989
$315K ﹤0.01%
4,248
-617
990
$315K ﹤0.01%
5,886
+950
991
$315K ﹤0.01%
3,258
+408
992
$313K ﹤0.01%
8,500
993
$313K ﹤0.01%
6,258
-1,229
994
$313K ﹤0.01%
+3,065
995
$308K ﹤0.01%
4,029
-13
996
$307K ﹤0.01%
6,568
+595
997
$305K ﹤0.01%
14,781
-7,568
998
$304K ﹤0.01%
20,187
999
$302K ﹤0.01%
14,261
-56
1000
$302K ﹤0.01%
8,106
-396
38 39
40
41 42