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
1251
$210K ﹤0.01%
4,865
-3
1252
$209K ﹤0.01%
+9,555
1253
$209K ﹤0.01%
+4,950
1254
$208K ﹤0.01%
4,110
1255
$208K ﹤0.01%
+2,874
1256
$207K ﹤0.01%
+5,786
1257
$207K ﹤0.01%
+5,420
1258
$206K ﹤0.01%
4,308
-78
1259
$205K ﹤0.01%
+4,361
1260
$204K ﹤0.01%
+2,141
1261
$203K ﹤0.01%
3,980
1262
$203K ﹤0.01%
11,270
+27
1263
$203K ﹤0.01%
5,376
-1,123
1264
$203K ﹤0.01%
+15,115
1265
$202K ﹤0.01%
+3,329
1266
$202K ﹤0.01%
+5,295
1267
$201K ﹤0.01%
+3,197
1268
$200K ﹤0.01%
3,126
1269
$198K ﹤0.01%
748
+30
1270
$198K ﹤0.01%
14,000
1271
$197K ﹤0.01%
1,181
-163
1272
$196K ﹤0.01%
11,983
1273
$188K ﹤0.01%
+33,458
1274
$186K ﹤0.01%
11,416
-44
1275
$185K ﹤0.01%
10,135
49 50
51
52 53