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
101
$31M 0.23%
453,870
-38,044
102
$30.4M 0.22%
263,012
+9,677
103
$29.8M 0.22%
313,167
-35,986
104
$29M 0.21%
152,148
-7,674
105
$28.9M 0.21%
481,876
+315,164
106
$28.5M 0.21%
431,836
-50,493
107
$28.5M 0.21%
1,743,672
+61,160
108
$28.5M 0.21%
78,538
-2,817
109
$28.4M 0.21%
900,630
-13,350
110
$27.9M 0.2%
699,477
+80,922
111
$27.4M 0.2%
184,287
+162,813
112
$27.4M 0.2%
1,040,505
-49,910
113
$27.4M 0.2%
399,902
+8,650
114
$26.6M 0.19%
138,837
-21,341
115
$26.4M 0.19%
270,323
+9,425
116
$26.2M 0.19%
849,206
-37,762
117
$25.9M 0.19%
456,500
-16,904
118
$25.8M 0.19%
350,557
+10,341
119
$25.6M 0.19%
190,818
-23,832
120
$24.6M 0.18%
74,742
+65,235
121
$24.5M 0.18%
294,744
+26,483
122
$24.5M 0.18%
331,770
+13,667
123
$24.5M 0.18%
351,918
-899
124
$24.3M 0.18%
247,207
+9,834
125
$24.2M 0.18%
102,797
-118,609
3 4
5
6 7