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
1151
$65K ﹤0.01%
1,727
+336
1152
$65K ﹤0.01%
10,000
1153
$64K ﹤0.01%
25,782
1154
$62K ﹤0.01%
2,722
-333
1155
$62K ﹤0.01%
2,014
1156
$55K ﹤0.01%
108
1157
$54K ﹤0.01%
16,246
1158
$50K ﹤0.01%
100,000
1159
$45K ﹤0.01%
20,510
1160
$40K ﹤0.01%
13,500
1161
$37K ﹤0.01%
31,000
1162
$34K ﹤0.01%
176
+12
1163
$32K ﹤0.01%
23,000
1164
$30K ﹤0.01%
+12,704
1165
$29K ﹤0.01%
220,000
1166
$26K ﹤0.01%
+10,159
1167
$25K ﹤0.01%
2,500
1168
$24K ﹤0.01%
10,500
-2,020
1169
$24K ﹤0.01%
+139,902
1170
$20K ﹤0.01%
+10,500
1171
$18K ﹤0.01%
625
1172
$12K ﹤0.01%
1,021
1173
– –
0
1174
$8K ﹤0.01%
1,000
1175
$8K ﹤0.01%
39,900
45 46
47
48 49