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
$12.1B
AUM Growth
+$515M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,088
New
Increased
Reduced
Closed

Top Buys

1
+$48.4M
2
+$27.8M
3
+$14.6M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$13.7M
5
KNSL icon
Kinsale Capital Group
KNSL
+$11.8M

Top Sells

1
+$51.4M
2
+$35.4M
3
+$19.5M
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$15.7M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$15.1M

Sector Composition

1 Technology 12.42%
2 Financials 6.07%
3 Healthcare 4.93%
4 Industrials 4.35%
5 Consumer Discretionary 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$9.97K ﹤0.01%
+738
1052
$9.89K ﹤0.01%
+42,995
1053
– –
-11,428
1054
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-5,997
1055
– –
-4,685
1056
– –
-10,811
1057
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-13,286
1058
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-3,788
1059
– –
-1,582
1060
– –
-1,666
1061
– –
-16,929
1062
– –
-6,444
1063
– –
-3,223
1064
– –
-2,261
1065
– –
-2,049
1066
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-4,742
1067
– –
-8,759
1068
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-774
1069
– –
-13,416
1070
– –
-10,826
1071
– –
-10,245
1072
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-3,265
1073
– –
-21,430
1074
– –
-13,032
1075
– –
-1,694
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