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
1101
$199K ﹤0.01%
10,103
-3,859
1102
$195K ﹤0.01%
14,000
1103
$184K ﹤0.01%
13,000
1104
$179K ﹤0.01%
+1,156
1105
$174K ﹤0.01%
21,267
-15,208
1106
$174K ﹤0.01%
2,283
+1,679
1107
$172K ﹤0.01%
20,842
-4,538
1108
$169K ﹤0.01%
75,000
1109
$166K ﹤0.01%
13,382
1110
$165K ﹤0.01%
+12,827
1111
$164K ﹤0.01%
14,478
-3,002
1112
$163K ﹤0.01%
12,845
1113
$160K ﹤0.01%
11,352
1114
$159K ﹤0.01%
10,009
-807
1115
$159K ﹤0.01%
10,000
1116
$154K ﹤0.01%
12,567
-1,385
1117
$151K ﹤0.01%
+21,242
1118
$149K ﹤0.01%
19,357
-1,572
1119
$148K ﹤0.01%
10,512
1120
$147K ﹤0.01%
10,170
1121
$143K ﹤0.01%
12,040
-86
1122
$138K ﹤0.01%
11,335
+406
1123
$135K ﹤0.01%
+12,375
1124
$130K ﹤0.01%
12,823
1125
$130K ﹤0.01%
24,332
43 44
45
46 47