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
1126
$211K ﹤0.01%
4,110
1127
$210K ﹤0.01%
+5,554
1128
$209K ﹤0.01%
1,711
+151
1129
$208K ﹤0.01%
3,980
1130
$208K ﹤0.01%
+2,758
1131
$207K ﹤0.01%
+4,848
1132
$207K ﹤0.01%
13,000
1133
$206K ﹤0.01%
+2,120
1134
$206K ﹤0.01%
850
+25
1135
$205K ﹤0.01%
+4,147
1136
$205K ﹤0.01%
1,649
-60
1137
$205K ﹤0.01%
20,100
1138
$205K ﹤0.01%
+2,163
1139
$205K ﹤0.01%
3,822
-6,788
1140
$204K ﹤0.01%
+6,691
1141
$204K ﹤0.01%
+3,568
1142
$204K ﹤0.01%
3,239
-741
1143
$204K ﹤0.01%
+215
1144
$204K ﹤0.01%
+4,961
1145
$203K ﹤0.01%
5,813
-482
1146
$202K ﹤0.01%
+734
1147
$202K ﹤0.01%
+2,346
1148
$201K ﹤0.01%
+827
1149
$198K ﹤0.01%
16,546
-10
1150
$192K ﹤0.01%
10,135
44 45
46
47 48