UCFA

United Capital Financial Advisors Portfolio holdings

AUM $16.6B
1-Year Est. Return 17.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$20B
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,262
New
Increased
Reduced
Closed

Top Buys

1
+$136M
2
+$117M
3
+$58M
4
ATVI
Activision Blizzard
ATVI
+$30.4M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$24.1M

Top Sells

1
+$75M
2
+$45.1M
3
+$28.2M
4
VUG icon
Vanguard Growth ETF
VUG
+$13.9M
5
AEP icon
American Electric Power
AEP
+$13.1M

Sector Composition

1 Technology 10.44%
2 Healthcare 5.75%
3 Financials 5.64%
4 Consumer Discretionary 5.13%
5 Industrials 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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1230
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1234
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1239
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1240
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1241
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1242
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1243
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1244
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1245
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1246
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1247
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-2,798
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