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
1226
$231K ﹤0.01%
+9,016
1227
$231K ﹤0.01%
2,638
-4
1228
$230K ﹤0.01%
+5,782
1229
$227K ﹤0.01%
4,932
-64
1230
$227K ﹤0.01%
+10,007
1231
$226K ﹤0.01%
+3,284
1232
$225K ﹤0.01%
+4,861
1233
$225K ﹤0.01%
+72,948
1234
$225K ﹤0.01%
11,723
1235
$224K ﹤0.01%
+7,479
1236
$223K ﹤0.01%
4,465
+2
1237
$220K ﹤0.01%
+1,749
1238
$218K ﹤0.01%
2,791
-477
1239
$218K ﹤0.01%
1,812
-219
1240
$217K ﹤0.01%
+5,053
1241
$217K ﹤0.01%
5,623
1242
$215K ﹤0.01%
+3,122
1243
$214K ﹤0.01%
3,082
-6,529
1244
$214K ﹤0.01%
9,440
-1,969
1245
$213K ﹤0.01%
+14,146
1246
$213K ﹤0.01%
+3,739
1247
$211K ﹤0.01%
8,088
+328
1248
$211K ﹤0.01%
+9,041
1249
$210K ﹤0.01%
3,213
-115
1250
$210K ﹤0.01%
5,886
-4,917
48 49
50
51 52