UCFA
United Capital Financial Advisors Portfolio holdings
AUM
$12.4B
1-Year Return
14.22%
This Quarter Return
-0.45%
1 Year Return
+14.22%
3 Year Return
+51.99%
5 Year Return
+82.17%
10 Year Return
+172.16%
AUM
$8.64B
AUM Growth
+$455M
(+5.6%)
Cap. Flow
+$580M
Cap. Flow
% of AUM
6.71%
Top 10 Holdings %
Top 10 Hldgs %
18.06%
Holding
1,347
New
113
Increased
609
Reduced
466
Closed
98
Top Buys
| 1 |
iShares Short Maturity Bond ETF
NEAR
|
+$241M |
| 2 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$114M |
| 3 |
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
|
+$44.2M |
| 4 |
iShares MSCI EAFE ETF
EFA
|
+$31.1M |
| 5 |
Vanguard FTSE Europe ETF
VGK
|
+$26M |
Top Sells
Sector Composition
| 1 | Healthcare | 6.51% |
| 2 | Technology | 6.49% |
| 3 | Financials | 6.04% |
| 4 | Energy | 5.15% |
| 5 | Industrials | 5.12% |
