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
1001
$291K ﹤0.01%
2,052
-1,215
1002
$290K ﹤0.01%
1,490
-130
1003
$288K ﹤0.01%
+2,077
1004
$284K ﹤0.01%
55,656
-773
1005
$282K ﹤0.01%
+12,000
1006
$282K ﹤0.01%
38,568
-4,904
1007
$281K ﹤0.01%
30,004
1008
$281K ﹤0.01%
33,234
-6,846
1009
$280K ﹤0.01%
9,641
-18,872
1010
$280K ﹤0.01%
9,532
-32,604
1011
$273K ﹤0.01%
18,358
-2,275
1012
$272K ﹤0.01%
11,621
-15,037
1013
$271K ﹤0.01%
4,244
-2,752
1014
$271K ﹤0.01%
+4,858
1015
$269K ﹤0.01%
4,574
1016
$267K ﹤0.01%
17,372
-630
1017
$266K ﹤0.01%
+6,652
1018
$265K ﹤0.01%
11,265
1019
$264K ﹤0.01%
4,453
-194
1020
$264K ﹤0.01%
5,045
-1,318
1021
$260K ﹤0.01%
15,500
-612
1022
$260K ﹤0.01%
4,462
1023
$260K ﹤0.01%
+3,161
1024
$260K ﹤0.01%
65,000
+10,000
1025
$259K ﹤0.01%
+3,857
39 40
41
42 43