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
$13.1B
AUM Growth
+$448M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,409
New
Increased
Reduced
Closed

Top Buys

1
+$159M
2
+$45.6M
3
+$45.5M
4
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$37.4M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$35.6M

Top Sells

1
+$29.7M
2
+$21.7M
3
+$18.3M
4
CAT icon
Caterpillar
CAT
+$17.1M
5
ITB icon
iShares US Home Construction ETF
ITB
+$16.3M

Sector Composition

1 Technology 7.85%
2 Financials 5.86%
3 Healthcare 5.64%
4 Industrials 5.16%
5 Consumer Discretionary 4.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
$89K ﹤0.01%
39,045
+8,787
1277
$84K ﹤0.01%
26,601
-3,063
1278
$80K ﹤0.01%
+14,500
1279
$70K ﹤0.01%
11,452
-1,988
1280
$69K ﹤0.01%
68
+6
1281
$68K ﹤0.01%
+10,876
1282
$63K ﹤0.01%
2,503
1283
$61K ﹤0.01%
15,410
-150
1284
$60K ﹤0.01%
11,535
1285
$58K ﹤0.01%
13,310
+3,115
1286
$45K ﹤0.01%
16,413
-2,927
1287
$40K ﹤0.01%
364
+47
1288
$39K ﹤0.01%
+10,560
1289
$32K ﹤0.01%
108
1290
$27K ﹤0.01%
10,003
1291
$22K ﹤0.01%
75
1292
$20K ﹤0.01%
10,000
-3,000
1293
$18K ﹤0.01%
1,904
+99
1294
$17K ﹤0.01%
469
1295
$16K ﹤0.01%
1,877
1296
$15K ﹤0.01%
39,900
1297
$12K ﹤0.01%
1,000
1298
$3K ﹤0.01%
50
-1
1299
$3K ﹤0.01%
13,600
-317
1300
$2K ﹤0.01%
+1
50 51
52
53 54