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
$13.7B
AUM Growth
+$1.65B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,275
New
Increased
Reduced
Closed

Top Buys

1
+$66.5M
2
+$38.9M
3
+$34M
4
ADP icon
Automatic Data Processing
ADP
+$24.2M
5
POOL icon
Pool Corp
POOL
+$22.6M

Top Sells

1
+$131M
2
+$125M
3
+$45.5M
4
VUG icon
Vanguard Growth ETF
VUG
+$28.3M
5
AMGN icon
Amgen
AMGN
+$28M

Sector Composition

1 Technology 11.62%
2 Healthcare 6.73%
3 Financials 5.39%
4 Consumer Discretionary 4.92%
5 Industrials 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$24.2M 0.18%
1,961,554
+926,705
127
$24.1M 0.18%
432,224
-11,795
128
$23.9M 0.17%
129,708
-1,207
129
$23.7M 0.17%
859,912
+23,793
130
$23.7M 0.17%
271,291
+8,690
131
$23.4M 0.17%
905,288
-140,346
132
$23.3M 0.17%
133,526
-2,646
133
$23.3M 0.17%
345,472
+12,932
134
$23.2M 0.17%
2,445,800
+595,800
135
$23M 0.17%
181,275
-18,599
136
$22.9M 0.17%
127,249
+99,937
137
$22.8M 0.17%
317,842
+25,765
138
$22.7M 0.16%
974,061
-351,264
139
$22.6M 0.16%
+83,038
140
$22.2M 0.16%
212,196
-85,535
141
$22.2M 0.16%
144,377
-3,829
142
$21.9M 0.16%
404,570
+188,438
143
$21.6M 0.16%
646,856
+12,514
144
$21.6M 0.16%
113,922
+4,977
145
$21.5M 0.16%
1,013,289
+8,903
146
$21.3M 0.15%
145,928
+5,988
147
$20.9M 0.15%
254,539
+10,196
148
$20.8M 0.15%
124,165
-2,710
149
$20.7M 0.15%
379,154
+90
150
$20.6M 0.15%
161,097
+63,384
4 5
6
7 8