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
$21.7B
AUM Growth
+$1.71B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,272
New
Increased
Reduced
Closed

Top Buys

1
+$140M
2
+$125M
3
+$31.8M
4
ARES icon
Ares Management
ARES
+$29.8M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$28.7M

Top Sells

1
+$28.8M
2
+$28.7M
3
+$24.9M
4
ATVI
Activision Blizzard
ATVI
+$24.7M
5
BNL icon
Broadstone Net Lease
BNL
+$22.1M

Sector Composition

1 Technology 10.99%
2 Healthcare 5.94%
3 Financials 5.58%
4 Consumer Discretionary 5.13%
5 Industrials 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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