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
$15.5B
AUM Growth
+$1.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,441
New
Increased
Reduced
Closed

Top Buys

1
+$43.3M
2
+$41.6M
3
+$40.3M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$26.7M
5
MSFT icon
Microsoft
MSFT
+$26.6M

Top Sells

1
+$43.8M
2
+$37.7M
3
+$31.6M
4
SPGI icon
S&P Global
SPGI
+$30M
5
FDX icon
FedEx
FDX
+$29.8M

Sector Composition

1 Technology 10.16%
2 Financials 6.9%
3 Healthcare 6.56%
4 Industrials 5.18%
5 Consumer Discretionary 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$387K ﹤0.01%
4,551
+1,685
1052
$381K ﹤0.01%
+15,676
1053
$378K ﹤0.01%
2,575
+773
1054
$378K ﹤0.01%
6,302
-1,398
1055
$376K ﹤0.01%
+9,267
1056
$376K ﹤0.01%
91,326
-20,385
1057
$374K ﹤0.01%
19,671
+9,394
1058
$372K ﹤0.01%
+22,474
1059
$371K ﹤0.01%
7,381
1060
$370K ﹤0.01%
1,830
+282
1061
$369K ﹤0.01%
+5,243
1062
$367K ﹤0.01%
4,326
-328
1063
$366K ﹤0.01%
8,526
1064
$364K ﹤0.01%
8,100
+40
1065
$363K ﹤0.01%
12,757
1066
$361K ﹤0.01%
18,814
-3,072
1067
$360K ﹤0.01%
22,472
-2,542
1068
$360K ﹤0.01%
5,352
+1,792
1069
$359K ﹤0.01%
5,172
1070
$359K ﹤0.01%
+119,214
1071
$356K ﹤0.01%
44,549
-45,368
1072
$356K ﹤0.01%
8,547
-260
1073
$353K ﹤0.01%
17,972
-2,539
1074
$352K ﹤0.01%
+10,270
1075
$351K ﹤0.01%
11,884
-8,442
41 42
43
44 45