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
251
$87.3K 0.03%
565
-5
252
$87.1K 0.03%
1,400
-20
253
$86.2K 0.03%
3,877
+836
254
$84.9K 0.03%
1,020
+70
255
$84K 0.03%
4,450
256
$82.1K 0.03%
732
+70
257
$81.9K 0.03%
1,475
258
$80.5K 0.03%
3,500
259
$74.5K 0.03%
221
260
$73.1K 0.03%
210
-5
261
$72.3K 0.03%
240
-5
262
$70.3K 0.03%
590
263
$70.3K 0.03%
1,029
-2,981
264
$70.2K 0.03%
+3,020
265
$66.6K 0.03%
775
266
$65.9K 0.03%
+2,903
267
$65.5K 0.03%
500
268
$65.1K 0.03%
615
269
$64.8K 0.03%
2,648
270
$63.7K 0.02%
785
-325
271
$63.3K 0.02%
2,076
272
$62.9K 0.02%
1,325
273
$60.2K 0.02%
788
-600
274
$57.3K 0.02%
600
275
$52.8K 0.02%
1,884
9 10
11
12 13