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
176
$17.6M 0.13%
1,003,467
-38,718
177
$17.5M 0.13%
40,176
+1,980
178
$17.5M 0.13%
1,210,023
-13,747
179
$17.4M 0.13%
122,272
-8,665
180
$17.3M 0.13%
94,167
-24,604
181
$17M 0.12%
178,942
-125
182
$16.8M 0.12%
610,271
+28,059
183
$16.8M 0.12%
738,954
-395,123
184
$16.6M 0.12%
699,219
-14,841
185
$16.5M 0.12%
53,749
-248
186
$16.5M 0.12%
45,157
-2,000
187
$16.1M 0.12%
364,098
+4,094
188
$16.1M 0.12%
142,678
-49,484
189
$16M 0.12%
227,508
-19
190
$15.8M 0.12%
1,044,235
-33,288
191
$15.8M 0.12%
118,914
-1,000
192
$15.6M 0.11%
126,884
-29,743
193
$15.4M 0.11%
341,794
+40,815
194
$15.3M 0.11%
81,881
+3,459
195
$15.3M 0.11%
53,908
+7,805
196
$15.1M 0.11%
206,050
-5,181
197
$15M 0.11%
541,435
-6,610
198
$14.9M 0.11%
207,135
-13,020
199
$14.6M 0.11%
139,912
+385
200
$14.3M 0.1%
461,462
-28,636
6 7
8
9 10