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
1101
$227K ﹤0.01%
+2,592
1102
$226K ﹤0.01%
+1,104
1103
$226K ﹤0.01%
7,970
-251
1104
$224K ﹤0.01%
+2,772
1105
$223K ﹤0.01%
+10,150
1106
$223K ﹤0.01%
687
+74
1107
$222K ﹤0.01%
6,111
-128
1108
$222K ﹤0.01%
+7,511
1109
$222K ﹤0.01%
6,596
-1,428
1110
$222K ﹤0.01%
11,636
-5
1111
$221K ﹤0.01%
+3,136
1112
$220K ﹤0.01%
4,761
-250
1113
$220K ﹤0.01%
636
-102
1114
$218K ﹤0.01%
+950
1115
$216K ﹤0.01%
2,919
1116
$216K ﹤0.01%
1,099
-10
1117
$215K ﹤0.01%
2,680
-4,699
1118
$215K ﹤0.01%
5,731
1119
$215K ﹤0.01%
+3,080
1120
$215K ﹤0.01%
14,000
1121
$214K ﹤0.01%
+3,110
1122
$214K ﹤0.01%
48,087
1123
$214K ﹤0.01%
3,917
-50
1124
$212K ﹤0.01%
4,365
-289
1125
$212K ﹤0.01%
100,000
43 44
45
46 47