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
1051
$253K ﹤0.01%
+2,436
1052
$251K ﹤0.01%
808
-50
1053
$249K ﹤0.01%
2,092
-321
1054
$249K ﹤0.01%
4,113
+120
1055
$249K ﹤0.01%
5,428
-97
1056
$249K ﹤0.01%
690
-305
1057
$249K ﹤0.01%
2,161
+143
1058
$249K ﹤0.01%
5,097
+200
1059
$248K ﹤0.01%
3,460
+110
1060
$247K ﹤0.01%
1,904
-2,188
1061
$245K ﹤0.01%
3,242
+103
1062
$245K ﹤0.01%
10,545
+5
1063
$245K ﹤0.01%
9,364
+1,320
1064
$244K ﹤0.01%
4,353
+514
1065
$244K ﹤0.01%
4,561
-787
1066
$243K ﹤0.01%
4,027
-101
1067
$242K ﹤0.01%
4,092
-93
1068
$241K ﹤0.01%
+4,242
1069
$240K ﹤0.01%
8,707
+78
1070
$239K ﹤0.01%
+3,196
1071
$239K ﹤0.01%
15,075
-3,500
1072
$239K ﹤0.01%
6,438
1073
$239K ﹤0.01%
9,600
1074
$238K ﹤0.01%
+409
1075
$238K ﹤0.01%
+656
41 42
43
44 45