UCFA

United Capital Financial Advisors Portfolio holdings

AUM $16.6B
1-Year Est. Return 18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.7B
AUM Growth
+$435M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,325
New
Increased
Reduced
Closed

Top Buys

1
+$72.9M
2
+$41.5M
3
+$37.6M
4
GLD icon
SPDR Gold Trust
GLD
+$35.6M
5
EWP icon
iShares MSCI Spain ETF
EWP
+$30.1M

Top Sells

1
+$178M
2
+$54.7M
3
+$35.6M
4
FIW icon
First Trust Water ETF
FIW
+$26.9M
5
DXJF
WisdomTree Japan Hedged Financials Fund
DXJF
+$22.6M

Sector Composition

1 Technology 6.85%
2 Healthcare 5.71%
3 Financials 5.32%
4 Industrials 5.06%
5 Consumer Staples 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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1313
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1319
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1321
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1322
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