We are live on ! Find out more
UCFA

United Capital Financial Advisors Portfolio holdings

AUM $16.2B
1-Year Est. Return 16.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.37%
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
+$47.4M
3
+$46.8M
4
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$38.3M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$35.6M

Top Sells

1
+$59.2M
2
+$29.2M
3
+$21.9M
4
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$18.3M
5
CAT icon
Caterpillar
CAT
+$18.3M

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
1301
– –
-14,085
1302
– –
-23,707
1303
– –
-35,132
1304
– –
-2,342
1305
– –
-5,862
1306
– –
-8,333
1307
– –
-3,069
1308
– –
-9,788
1309
– –
-4,038
1310
– –
-328,038
1311
– –
-151,466
1312
– –
-4,323
1313
– –
-73,371
1314
– –
-6,201
1315
– –
-4,030
1316
– –
-7,500
1317
– –
-2,800
1318
– –
-49,772
1319
– –
-321,210
1320
– –
-3,982
1321
– –
-1,255
1322
– –
-12,047
1323
– –
-3,358
1324
– –
-6,874
1325
– –
-6,592
51 52
53
54 55