UCB

United Community Bank Portfolio holdings

AUM $323M
1-Year Est. Return 13.63%
This Quarter Est. Return
1 Year Est. Return
+13.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$257M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$5.17M
2
+$2.08M
3
+$1.77M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.34M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$1.33M

Top Sells

1
+$1.98M
2
+$1.73M
3
+$1.49M
4
AMZN icon
Amazon
AMZN
+$1.31M
5
ADP icon
Automatic Data Processing
ADP
+$1.15M

Sector Composition

1 Financials 18.05%
2 Technology 11.32%
3 Industrials 6.89%
4 Healthcare 6.63%
5 Consumer Discretionary 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$126K 0.05%
7,616
+32
227
$123K 0.05%
671
-633
228
$122K 0.05%
2,482
-166
229
$120K 0.05%
125
-5
230
$120K 0.05%
4,115
-140
231
$119K 0.05%
+305
232
$118K 0.05%
203
+25
233
$118K 0.05%
475
234
$115K 0.04%
424
235
$114K 0.04%
2,107
-955
236
$114K 0.04%
472
-5
237
$114K 0.04%
726
-12
238
$111K 0.04%
2,639
-2,600
239
$110K 0.04%
1,506
-70
240
$108K 0.04%
1,616
+185
241
$106K 0.04%
1,835
242
$105K 0.04%
1,344
+347
243
$105K 0.04%
1,298
+348
244
$99.1K 0.04%
+1,740
245
$98.4K 0.04%
3,108
+80
246
$94.8K 0.04%
544
247
$94.2K 0.04%
1,634
248
$94K 0.04%
459
-7
249
$92.1K 0.04%
2,986
+130
250
$88.3K 0.03%
940
+405
8 9
10
11 12