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UCFA
United Capital Financial Advisors Portfolio holdings
AUM
$16.2B
1-Year Est. Return
16.37%
This Fund
S&P 500
1 Year Est. Return
+16.37%
AUM
$8.69B
AUM Growth
+$361M
(+4.3%)
Holding
1,376
Top Buys
| 1 | +$90.5M | |
| 2 | +$81.1M | |
| 3 | +$69M | |
| 4 |
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
|
+$60.2M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$31.6M |
Top Sells
| 1 | +$260M | |
| 2 | +$105M | |
| 3 | +$93.4M | |
| 4 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$68.6M |
| 5 |
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
|
+$14.8M |
Sector Composition
| 1 | Healthcare | 6.31% |
| 2 | Technology | 6.17% |
| 3 | Financials | 5.4% |
| 4 | Industrials | 4.98% |
| 5 | Consumer Staples | 4.13% |