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
$19.8B
AUM Growth
+$1.78B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,268
New
Increased
Reduced
Closed

Top Buys

1
+$180M
2
+$166M
3
+$56.5M
4
BDX icon
Becton Dickinson
BDX
+$47.9M
5
TTEC icon
TTEC Holdings
TTEC
+$33.7M

Top Sells

1
+$101M
2
+$54.5M
3
+$52.5M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$39.5M
5
VUG icon
Vanguard Growth ETF
VUG
+$15M

Sector Composition

1 Technology 10.1%
2 Healthcare 6.03%
3 Financials 5.29%
4 Consumer Discretionary 5.23%
5 Industrials 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$18.7M 0.09%
246,904
-32,417
202
$18.6M 0.09%
713,295
-62,310
203
$18.2M 0.09%
722,208
-20,532
204
$18.2M 0.09%
752,283
+8,022
205
$18M 0.09%
397,235
+1,637
206
$17.5M 0.09%
37,129
+1,976
207
$17.1M 0.09%
59,584
+1,168
208
$16.9M 0.09%
305,257
+8,162
209
$16.9M 0.09%
314,250
-956
210
$16.8M 0.08%
429,398
-15,453
211
$16.7M 0.08%
430,956
+31,680
212
$16.4M 0.08%
446,925
+12,292
213
$16.4M 0.08%
302,678
-15,520
214
$16.4M 0.08%
304,712
+6,655
215
$16.3M 0.08%
42,985
-975
216
$16.2M 0.08%
436,228
+19,475
217
$15.9M 0.08%
249,859
+21,446
218
$15.8M 0.08%
51,551
-658
219
$15.8M 0.08%
54,069
+904
220
$15.7M 0.08%
296,760
+11,370
221
$15.4M 0.08%
189,060
-1,524
222
$15.4M 0.08%
181,497
+6,423
223
$15.1M 0.08%
237,770
+10,336
224
$15M 0.08%
302,064
+9,278
225
$15M 0.08%
230,740
+4,240
7 8
9
10 11