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UCFA
United Capital Financial Advisors Portfolio holdings
AUM
$16.2B
1-Year Est. Return
16.37%
This Fund
S&P 500
1 Year Est. Return
+16.37%
AUM
$10.3B
AUM Growth
-$1.67M
(-0.02%)
Holding
1,365
Top Buys
| 1 | +$172M | |
| 2 | +$44.8M | |
| 3 | +$43.5M | |
| 4 |
State Street Financial Select Sector SPDR ETF
XLF
|
+$43M |
| 5 |
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
|
+$41.7M |
Top Sells
| 1 | +$55.9M | |
| 2 | +$38.6M | |
| 3 | +$37.9M | |
| 4 |
iShares China Large-Cap ETF
FXI
|
+$37.2M |
| 5 |
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
|
+$34.3M |
Sector Composition
| 1 | Technology | 6.34% |
| 2 | Financials | 5.37% |
| 3 | Healthcare | 5.36% |
| 4 | Industrials | 5.13% |
| 5 | Energy | 4% |