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
$292M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$10.7M
3
+$1.69M
4
AVB icon
AvalonBay Communities
AVB
+$1.57M
5
BMY icon
Bristol-Myers Squibb
BMY
+$1.47M

Top Sells

1
+$1.66M
2
+$1.53M
3
+$1.11M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$813K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$742K

Sector Composition

1 Financials 19.24%
2 Technology 12.48%
3 Healthcare 6.47%
4 Consumer Discretionary 6.27%
5 Communication Services 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BSCT icon
251
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.31B
$103K 0.04%
5,500
SPG icon
252
Simon Property Group
SPG
$59.9B
$100K 0.03%
622
TSN icon
253
Tyson Foods
TSN
$18.7B
$100K 0.03%
1,787
-65
HSY icon
254
Hershey
HSY
$34.6B
$99.6K 0.03%
600
-2
IBDR icon
255
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.36B
$99K 0.03%
4,082
+1,012
IWD icon
256
iShares Russell 1000 Value ETF
IWD
$64.9B
$95.6K 0.03%
492
SCHD icon
257
Schwab US Dividend Equity ETF
SCHD
$69.9B
$95.4K 0.03%
3,600
LFUS icon
258
Littelfuse
LFUS
$6.05B
$94.5K 0.03%
417
+5
XLV icon
259
Health Care Select Sector SPDR Fund
XLV
$36B
$94.5K 0.03%
701
GPK icon
260
Graphic Packaging
GPK
$4.85B
$93.8K 0.03%
4,450
+45
XLF icon
261
Financial Select Sector SPDR Fund
XLF
$54.3B
$93.4K 0.03%
1,784
-205
BSCU icon
262
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$1.91B
$92.3K 0.03%
5,500
CGW icon
263
Invesco S&P Global Water Index ETF
CGW
$1.02B
$92.2K 0.03%
1,475
GEHC icon
264
GE HealthCare
GEHC
$33.3B
$87.2K 0.03%
1,177
+70
REGN icon
265
Regeneron Pharmaceuticals
REGN
$69.1B
$87.2K 0.03%
166
+50
RDVY icon
266
First Trust Rising Dividend Achievers ETF
RDVY
$17.1B
$86K 0.03%
1,370
PRU icon
267
Prudential Financial
PRU
$37.2B
$84.3K 0.03%
785
-107
FBIN icon
268
Fortune Brands Innovations
FBIN
$5.97B
$82.4K 0.03%
1,600
IGM icon
269
iShares Expanded Tech Sector ETF
IGM
$9.64B
$80.9K 0.03%
720
JBL icon
270
Jabil
JBL
$22.8B
$80.7K 0.03%
370
DTE icon
271
DTE Energy
DTE
$28.4B
$79.7K 0.03%
602
-50
TMO icon
272
Thermo Fisher Scientific
TMO
$215B
$78.7K 0.03%
194
-18
PANW icon
273
Palo Alto Networks
PANW
$144B
$77.6K 0.03%
379
+29
DECK icon
274
Deckers Outdoor
DECK
$11.9B
$74.6K 0.03%
724
+10
SPLV icon
275
Invesco S&P 500 Low Volatility ETF
SPLV
$7.69B
$74.3K 0.03%
1,020
9 10
11
12 13