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
151
$20.5M 0.15%
95,068
+11,113
152
$20.2M 0.15%
175,100
-1,300
153
$20M 0.15%
505,273
-74,409
154
$19.9M 0.14%
118,626
-34,243
155
$19.8M 0.14%
596,843
+12,786
156
$19.6M 0.14%
237,171
-870
157
$19.5M 0.14%
108,432
-5,560
158
$19.5M 0.14%
514,906
+1,895
159
$19.4M 0.14%
534,347
+1,381
160
$19.4M 0.14%
136,317
-5,188
161
$19.4M 0.14%
174,110
-2,167
162
$19.3M 0.14%
369,739
+38,327
163
$19.3M 0.14%
164,432
-57,815
164
$19.2M 0.14%
369,875
-15,994
165
$18.9M 0.14%
306,660
-10,396
166
$18.9M 0.14%
344,586
+1,680
167
$18.8M 0.14%
440,647
+49,630
168
$18.7M 0.14%
900,500
+1,320
169
$18.6M 0.14%
263,722
-2,136
170
$18.5M 0.13%
205,113
-6,576
171
$18.3M 0.13%
519,548
+27,995
172
$18.1M 0.13%
284,604
+1,143
173
$17.9M 0.13%
125,350
-2,166
174
$17.8M 0.13%
287,468
-163
175
$17.6M 0.13%
344,600
-4,928
5 6
7
8 9