UCFA
United Capital Financial Advisors Portfolio holdings
AUM
$12.4B
1-Year Return
14.22%
This Quarter Return
+3.77%
1 Year Return
+14.22%
3 Year Return
+51.99%
5 Year Return
+82.17%
10 Year Return
+172.16%
AUM
$8.69B
AUM Growth
+$361M
(+4.3%)
Cap. Flow
+$141M
Cap. Flow
% of AUM
1.62%
Top 10 Holdings %
Top 10 Hldgs %
22.23%
Holding
1,376
New
137
Increased
474
Reduced
543
Closed
172
Top Buys
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$90.2M |
| 2 |
iShares Short Maturity Bond ETF
NEAR
|
+$81.1M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
+$68.3M |
| 4 |
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
|
+$58.6M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$33.2M |
Top Sells
Sector Composition
| 1 | Healthcare | 6.31% |
| 2 | Technology | 6.17% |
| 3 | Financials | 5.4% |
| 4 | Industrials | 4.98% |
| 5 | Consumer Staples | 4.13% |
