UCFA

United Capital Financial Advisors Portfolio holdings

AUM $16.6B
1-Year Est. Return 18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$18.2B
AUM Growth
-$2.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,212
New
Increased
Reduced
Closed

Top Buys

1
+$121M
2
+$45.4M
3
+$44M
4
AAPL icon
Apple
AAPL
+$41.9M
5
TRI icon
Thomson Reuters
TRI
+$32.8M

Top Sells

1
+$36.3M
2
+$29.9M
3
+$26.4M
4
ITB icon
iShares US Home Construction ETF
ITB
+$22.1M
5
XOM icon
Exxon Mobil
XOM
+$19.5M

Sector Composition

1 Technology 10.08%
2 Healthcare 6.76%
3 Financials 5.41%
4 Industrials 4.56%
5 Consumer Discretionary 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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1128
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44 45
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