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
$15.5B
AUM Growth
+$1.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,441
New
Increased
Reduced
Closed

Top Buys

1
+$43.3M
2
+$41.6M
3
+$40.3M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$26.7M
5
MSFT icon
Microsoft
MSFT
+$26.6M

Top Sells

1
+$43.8M
2
+$37.7M
3
+$31.6M
4
SPGI icon
S&P Global
SPGI
+$30M
5
FDX icon
FedEx
FDX
+$29.8M

Sector Composition

1 Technology 10.16%
2 Financials 6.9%
3 Healthcare 6.56%
4 Industrials 5.18%
5 Consumer Discretionary 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
$297K ﹤0.01%
27,017
+8,815
1127
$293K ﹤0.01%
+5,612
1128
$293K ﹤0.01%
1,703
-166
1129
$293K ﹤0.01%
8,340
-1,068
1130
$293K ﹤0.01%
+4,637
1131
$292K ﹤0.01%
3,317
+100
1132
$292K ﹤0.01%
5,341
-1,226
1133
$292K ﹤0.01%
1,540
-364
1134
$290K ﹤0.01%
12,235
+1,834
1135
$290K ﹤0.01%
8,407
+334
1136
$288K ﹤0.01%
19,364
-107
1137
$288K ﹤0.01%
+1,952
1138
$287K ﹤0.01%
+4,666
1139
$287K ﹤0.01%
+6,789
1140
$287K ﹤0.01%
11,265
1141
$285K ﹤0.01%
666
+64
1142
$284K ﹤0.01%
20,968
1143
$284K ﹤0.01%
+9,780
1144
$284K ﹤0.01%
1,194
-788
1145
$284K ﹤0.01%
3,023
-147
1146
$283K ﹤0.01%
5,074
+277
1147
$282K ﹤0.01%
20,000
1148
$281K ﹤0.01%
+2,815
1149
$280K ﹤0.01%
+7,458
1150
$280K ﹤0.01%
3,115
+885
44 45
46
47 48