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
201
$14.2M 0.1%
556,056
+22,011
202
$14.2M 0.1%
212,297
-1,290
203
$13.9M 0.1%
765,520
-14,775
204
$13.9M 0.1%
760,166
+4,072
205
$13.9M 0.1%
88,172
-587
206
$13.5M 0.1%
133,576
+61,865
207
$13.4M 0.1%
292,136
-1,800
208
$13.4M 0.1%
299,259
-32,193
209
$13.2M 0.1%
230,063
+4,511
210
$13.2M 0.1%
241,181
+1,768
211
$13.2M 0.1%
136,347
-9,466
212
$13.1M 0.1%
257,461
-11,599
213
$13M 0.09%
110,821
-6,994
214
$13M 0.09%
487,865
+30,707
215
$13M 0.09%
91,018
-15,780
216
$13M 0.09%
162,664
+11,098
217
$12.9M 0.09%
253,904
+4,335
218
$12.7M 0.09%
539,698
-15,258
219
$12.7M 0.09%
35,123
+13,776
220
$12.6M 0.09%
77,129
-54,480
221
$12.6M 0.09%
910,585
+4,840
222
$12.6M 0.09%
238,462
+11,748
223
$11.9M 0.09%
30,703
+746
224
$11.9M 0.09%
260,510
+18,110
225
$11.7M 0.09%
404,397
+8,371
7 8
9
10 11