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
1126
$129K ﹤0.01%
+13,526
1127
$128K ﹤0.01%
17,226
-280
1128
$127K ﹤0.01%
20,000
1129
$125K ﹤0.01%
+10,000
1130
$122K ﹤0.01%
10,000
1131
$122K ﹤0.01%
10,000
1132
$117K ﹤0.01%
10,291
1133
$110K ﹤0.01%
11,334
-1,111
1134
$100K ﹤0.01%
10,135
1135
$99K ﹤0.01%
11,396
1136
$94K ﹤0.01%
680
1137
$90K ﹤0.01%
245
1138
$89K ﹤0.01%
11,295
-16,223
1139
$89K ﹤0.01%
26,101
1140
$85K ﹤0.01%
+13,500
1141
$82K ﹤0.01%
18,000
1142
$81K ﹤0.01%
36,300
+20,000
1143
$81K ﹤0.01%
14,750
1144
$77K ﹤0.01%
10,100
-100
1145
$77K ﹤0.01%
12,601
1146
$75K ﹤0.01%
50,059
-2,166
1147
$73K ﹤0.01%
50,000
1148
$72K ﹤0.01%
11,791
-18,023
1149
$68K ﹤0.01%
13,137
+905
1150
$68K ﹤0.01%
+10,000
44 45
46
47 48