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
1026
$276K ﹤0.01%
1,712
-18
1027
$275K ﹤0.01%
11,262
-4,350
1028
$272K ﹤0.01%
5,517
-40
1029
$271K ﹤0.01%
26,770
-33,482
1030
$271K ﹤0.01%
18,695
-3,500
1031
$270K ﹤0.01%
5,364
-10,934
1032
$269K ﹤0.01%
3,125
-2,640
1033
$267K ﹤0.01%
2,106
-48
1034
$263K ﹤0.01%
8,946
+1,025
1035
$262K ﹤0.01%
3,025
-18
1036
$261K ﹤0.01%
5,057
-2,528
1037
$259K ﹤0.01%
1,056
1038
$257K ﹤0.01%
+6,148
1039
$257K ﹤0.01%
3,651
1040
$257K ﹤0.01%
2,416
+156
1041
$257K ﹤0.01%
5,190
1042
$257K ﹤0.01%
2,102
-1,585
1043
$257K ﹤0.01%
2,625
1044
$256K ﹤0.01%
11,879
-256
1045
$256K ﹤0.01%
5,907
1046
$256K ﹤0.01%
4,492
1047
$255K ﹤0.01%
2,969
1048
$253K ﹤0.01%
4,335
-318
1049
$253K ﹤0.01%
+2,808
1050
$253K ﹤0.01%
+3,406
40 41
42
43 44