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
1076
$217K ﹤0.01%
+8,629
1077
$216K ﹤0.01%
+9,052
1078
$216K ﹤0.01%
13,183
+3,082
1079
$216K ﹤0.01%
+2,548
1080
$216K ﹤0.01%
5,048
-167
1081
$215K ﹤0.01%
4,110
1082
$215K ﹤0.01%
6,499
-1,044
1083
$212K ﹤0.01%
1,855
-1,702
1084
$212K ﹤0.01%
+65
1085
$212K ﹤0.01%
6,288
-232
1086
$211K ﹤0.01%
925
-325
1087
$210K ﹤0.01%
6,837
1088
$209K ﹤0.01%
35,857
-20,704
1089
$209K ﹤0.01%
4,041
+12
1090
$208K ﹤0.01%
+3,980
1091
$208K ﹤0.01%
+4,356
1092
$206K ﹤0.01%
15,744
+491
1093
$205K ﹤0.01%
+2,312
1094
$204K ﹤0.01%
14,096
+17
1095
$204K ﹤0.01%
+2,626
1096
$203K ﹤0.01%
15,971
1097
$203K ﹤0.01%
+4,850
1098
$202K ﹤0.01%
+3,337
1099
$202K ﹤0.01%
+3,385
1100
$201K ﹤0.01%
+3,931
42 43
44
45 46