UCFA
United Capital Financial Advisors Portfolio holdings
AUM
$12.4B
1-Year Return
14.22%
This Quarter Return
+3.71%
1 Year Return
+14.22%
3 Year Return
+51.99%
5 Year Return
+82.17%
10 Year Return
+172.16%
AUM
$11.8B
AUM Growth
+$624M
(+5.6%)
Cap. Flow
+$280M
Cap. Flow
% of AUM
2.37%
Top 10 Holdings %
Top 10 Hldgs %
21.64%
Holding
1,381
New
111
Increased
605
Reduced
518
Closed
74
Top Buys
| 1 |
iShares 10-20 Year Treasury Bond ETF
TLH
|
+$70.5M |
| 2 |
Amgen
AMGN
|
+$23.2M |
| 3 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$23.1M |
| 4 |
iShares US Treasury Bond ETF
GOVT
|
+$19.9M |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$17.1M |
Top Sells
Sector Composition
| 1 | Technology | 6.95% |
| 2 | Healthcare | 5.94% |
| 3 | Financials | 5.65% |
| 4 | Industrials | 5.49% |
| 5 | Energy | 3.64% |
