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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
$14.3B
AUM Growth
-$970M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,540
New
Increased
Reduced
Closed

Top Buys

1
+$39.7M
2
+$33.6M
3
+$18.1M
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$18M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$17.7M

Top Sells

1
+$237M
2
+$109M
3
+$103M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$62.6M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$48.6M

Sector Composition

1 Technology 8.67%
2 Financials 6.32%
3 Healthcare 5.83%
4 Industrials 5.48%
5 Consumer Discretionary 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1401
– –
-9,865
1402
– –
-1,072
1403
– –
-10,050
1404
– –
-17,947
1405
– –
-4,805
1406
– –
-10,713
1407
– –
-25,033
1408
– –
-14,180
1409
– –
-17,097
1410
– –
-4,574
1411
– –
-3,932
1412
– –
-2,085
1413
– –
-3,125
1414
– –
-4,185
1415
– –
-2,620
1416
– –
-10,085
1417
– –
-5,500
1418
– –
-7,403
1419
– –
-16,920
1420
– –
-23,256
1421
– –
-10,238
1422
– –
-20,721
1423
– –
-24,480
1424
– –
-30,682
1425
– –
-20,544
55 56
57
58 59