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
$14.2B
AUM Growth
+$1.59B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,410
New
Increased
Reduced
Closed

Top Buys

1
+$42.6M
2
+$39.7M
3
+$39.1M
4
CAT icon
Caterpillar
CAT
+$36.9M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$35.7M

Top Sells

1
+$215M
2
+$65.7M
3
+$34.4M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$33.1M
5
SBUX icon
Starbucks
SBUX
+$31M

Sector Composition

1 Technology 8.24%
2 Healthcare 6.18%
3 Financials 6.09%
4 Industrials 5.5%
5 Consumer Discretionary 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1326
$9K ﹤0.01%
39,900
1327
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1334
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1335
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1338
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1339
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1340
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1341
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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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1347
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1348
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1350
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