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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
1351
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1352
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1353
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1354
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-21,820
1355
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1356
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-339,582
1357
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-27,229
1358
$0 ﹤0.01%
65,558
-2,370,980
1359
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1360
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-7,451
1361
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-530
1362
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-3,112
1363
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-33,688
1364
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1365
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-8,801
1366
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1367
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1368
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-10,860
1369
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1370
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1371
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1373
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1375
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56 57