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
1026
$259K ﹤0.01%
11,900
-330
1027
$255K ﹤0.01%
+3,195
1028
$253K ﹤0.01%
+3,271
1029
$253K ﹤0.01%
20,425
-900
1030
$253K ﹤0.01%
4,732
-1,424
1031
$252K ﹤0.01%
3,560
+8
1032
$248K ﹤0.01%
1,925
-539
1033
$248K ﹤0.01%
+5,184
1034
$247K ﹤0.01%
+11,415
1035
$246K ﹤0.01%
20,000
1036
$245K ﹤0.01%
5,081
-3,474
1037
$243K ﹤0.01%
2,594
+53
1038
$243K ﹤0.01%
7,182
-3,403
1039
$242K ﹤0.01%
1,986
-21
1040
$241K ﹤0.01%
9,778
-1,125
1041
$241K ﹤0.01%
5,400
1042
$241K ﹤0.01%
+2,149
1043
$240K ﹤0.01%
+8,960
1044
$240K ﹤0.01%
4,230
1045
$239K ﹤0.01%
2,902
-1,420
1046
$238K ﹤0.01%
+3,200
1047
$237K ﹤0.01%
1,828
-180
1048
$236K ﹤0.01%
+4,008
1049
$235K ﹤0.01%
169,980
+6,875
1050
$232K ﹤0.01%
+5,227
40 41
42
43 44