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UCB

United Community Bank Portfolio holdings

AUM $300M
1-Year Est. Return 14.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$300M
AUM Growth
+$35.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
639
New
Increased
Reduced
Closed

Top Buys

1
+$3.71M
2
+$3.2M
3
+$2.82M
4
UCB
United Community Banks
UCB
+$2.77M
5
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$2.69M

Top Sells

1
+$1.03M
2
+$903K
3
+$794K
4
IAUM icon
iShares Gold Trust Micro
IAUM
+$647K
5
HD icon
Home Depot
HD
+$515K

Sector Composition

1 Financials 17.18%
2 Technology 10.01%
3 Healthcare 5.2%
4 Consumer Discretionary 4.01%
5 Consumer Staples 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IJJ icon
226
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.47B
$158K 0.05%
1,191
-1,024
IWF icon
227
iShares Russell 1000 Growth ETF
IWF
$124B
$154K 0.05%
1,440
-332
IJT icon
228
iShares S&P Small-Cap 600 Growth ETF
IJT
$7.5B
$152K 0.05%
1,047
OEF icon
229
iShares S&P 100 ETF
OEF
$19.6B
$151K 0.05%
475
PRI icon
230
Primerica
PRI
$8.62B
$150K 0.05%
599
+45
XLI icon
231
State Street Industrial Select Sector SPDR ETF
XLI
$29.7B
$146K 0.05%
905
ADBE icon
232
Adobe
ADBE
$94.3B
$145K 0.05%
596
-847
APP icon
233
Applovin
APP
$166B
$145K 0.05%
364
+40
DKS icon
234
Dick's Sporting Goods
DKS
$19.2B
$145K 0.05%
730
+50
ODFL icon
235
Old Dominion Freight Line
ODFL
$49.1B
$143K 0.05%
734
+35
WFC icon
236
Wells Fargo
WFC
$251B
$142K 0.05%
1,783
+380
NICE icon
237
Nice
NICE
$5.18B
$141K 0.05%
+1,280
AMP icon
238
Ameriprise Financial
AMP
$40.5B
$140K 0.05%
316
+158
IBTG icon
239
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.3B
$136K 0.05%
+5,935
COR icon
240
Cencora
COR
$54.7B
$134K 0.04%
428
+21
PCAR icon
241
PACCAR
PCAR
$60B
$134K 0.04%
1,160
-333
ICE icon
242
Intercontinental Exchange
ICE
$79.4B
$134K 0.04%
851
+797
CHKP icon
243
Check Point Software Technologies
CHKP
$13.1B
$133K 0.04%
934
+55
LPLA icon
244
LPL Financial
LPLA
$23.1B
$132K 0.04%
440
+25
MMIT icon
245
IQ MacKay Municipal Intermediate ETF
MMIT
$1.45B
$130K 0.04%
5,375
CWB icon
246
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$6.07B
$129K 0.04%
+1,407
AON icon
247
Aon
AON
$71.8B
$128K 0.04%
398
+350
KKR icon
248
KKR & Co
KKR
$85.3B
$128K 0.04%
1,388
+70
APTV icon
249
Aptiv
APTV
$13.8B
$128K 0.04%
1,847
+130
FAST icon
250
Fastenal
FAST
$52.8B
$126K 0.04%
2,712
-1,614
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