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
1051
$232K ﹤0.01%
6,296
-4,743
1052
$232K ﹤0.01%
+3,828
1053
$230K ﹤0.01%
17,367
-783
1054
$230K ﹤0.01%
20,000
1055
$229K ﹤0.01%
4,344
-310
1056
$229K ﹤0.01%
4,500
1057
$228K ﹤0.01%
2,448
-2,139
1058
$227K ﹤0.01%
+4,036
1059
$227K ﹤0.01%
+4,600
1060
$227K ﹤0.01%
2,444
-434
1061
$226K ﹤0.01%
20,956
1062
$225K ﹤0.01%
6,573
-610
1063
$223K ﹤0.01%
7,333
-1,529
1064
$222K ﹤0.01%
64,249
-35,129
1065
$222K ﹤0.01%
14,125
-2,500
1066
$221K ﹤0.01%
+5,806
1067
$221K ﹤0.01%
+13,257
1068
$221K ﹤0.01%
27,776
-6,917
1069
$220K ﹤0.01%
10,505
-170
1070
$219K ﹤0.01%
+4,011
1071
$219K ﹤0.01%
+3,936
1072
$218K ﹤0.01%
+2,920
1073
$217K ﹤0.01%
4,380
1074
$217K ﹤0.01%
4,632
-926
1075
$217K ﹤0.01%
5,592
+479
41 42
43
44 45