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
1076
$238K ﹤0.01%
2,893
-266
1077
$237K ﹤0.01%
4,769
-2,360
1078
$236K ﹤0.01%
1,901
-28,623
1079
$236K ﹤0.01%
+822
1080
$235K ﹤0.01%
1,387
-100
1081
$235K ﹤0.01%
3,876
1082
$235K ﹤0.01%
+3,299
1083
$234K ﹤0.01%
15,619
-576
1084
$234K ﹤0.01%
3,338
+246
1085
$233K ﹤0.01%
9,943
-2,838
1086
$233K ﹤0.01%
3,008
+184
1087
$233K ﹤0.01%
6,210
1088
$232K ﹤0.01%
4,919
-10
1089
$232K ﹤0.01%
970
-11
1090
$231K ﹤0.01%
5,093
-345
1091
$231K ﹤0.01%
2,922
+83
1092
$230K ﹤0.01%
30,019
+15
1093
$230K ﹤0.01%
+5,432
1094
$230K ﹤0.01%
6,744
1095
$230K ﹤0.01%
+3,941
1096
$229K ﹤0.01%
+6,157
1097
$229K ﹤0.01%
+5,441
1098
$229K ﹤0.01%
2,962
1099
$227K ﹤0.01%
2,627
1100
$227K ﹤0.01%
+5,841
42 43
44
45 46