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
1326
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-7,276
1327
$0 ﹤0.01%
65,558
-2,370,980
1328
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1329
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1330
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1331
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1333
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-5,862
1334
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-8,333
1335
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1336
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-9,788
1337
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-4,038
1338
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-328,038
1339
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-151,466
1340
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1341
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-73,371
1342
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1343
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1344
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1345
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1346
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-39,684
1347
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-7,500
1348
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1349
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-49,772
1350
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52 53
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