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
1176
$263K ﹤0.01%
5,596
-443
1177
$263K ﹤0.01%
12,588
+189
1178
$261K ﹤0.01%
4,033
-410
1179
$261K ﹤0.01%
2,665
+100
1180
$260K ﹤0.01%
+41,514
1181
$258K ﹤0.01%
4,029
1182
$258K ﹤0.01%
6,438
1183
$257K ﹤0.01%
5,231
+163
1184
$257K ﹤0.01%
+1,829
1185
$256K ﹤0.01%
+26,878
1186
$256K ﹤0.01%
916
+644
1187
$256K ﹤0.01%
+4,013
1188
$255K ﹤0.01%
+7,801
1189
$255K ﹤0.01%
+9,012
1190
$255K ﹤0.01%
67
1191
$254K ﹤0.01%
+6,098
1192
$254K ﹤0.01%
+6,866
1193
$253K ﹤0.01%
+19,278
1194
$251K ﹤0.01%
1,001
+304
1195
$251K ﹤0.01%
+2,761
1196
$251K ﹤0.01%
3,543
-300
1197
$250K ﹤0.01%
15,776
-2,461
1198
$250K ﹤0.01%
4,848
-180
1199
$250K ﹤0.01%
+5,210
1200
$249K ﹤0.01%
+6,000
46 47
48
49 50