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
$323M
AUM Growth
+$30.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
641
New
Increased
Reduced
Closed

Top Buys

1
+$2.58M
2
+$1.86M
3
+$1.77M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.71M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.4M

Top Sells

1
+$1.65M
2
+$1.61M
3
+$1.54M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$1.46M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.39M

Sector Composition

1 Financials 18.62%
2 Technology 12.32%
3 Healthcare 5.72%
4 Consumer Discretionary 5.4%
5 Communication Services 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SMMU icon
276
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
$957M
$94.1K 0.03%
+1,860
SPYM
277
State Street SPDR Portfolio S&P 500 ETF
SPYM
$98.9B
$93.6K 0.03%
+1,195
VTWO icon
278
Vanguard Russell 2000 ETF
VTWO
$13.9B
$93.5K 0.03%
+956
LNTH icon
279
Lantheus
LNTH
$4.42B
$93.1K 0.03%
1,815
+245
BSCU icon
280
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$2.14B
$93K 0.03%
5,500
XLV icon
281
State Street Health Care Select Sector SPDR ETF
XLV
$41B
$92.7K 0.03%
666
-35
IGM icon
282
iShares Expanded Tech Sector ETF
IGM
$8.75B
$90.7K 0.03%
720
SYY icon
283
Sysco
SYY
$36.1B
$90.5K 0.03%
1,099
+124
CME icon
284
CME Group
CME
$98.1B
$88.9K 0.03%
329
+118
APH icon
285
Amphenol
APH
$159B
$87.9K 0.03%
710
+344
EFAV icon
286
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.22B
$87K 0.03%
+1,025
VCLT icon
287
Vanguard Long-Term Corporate Bond ETF
VCLT
$7.97B
$86.7K 0.03%
1,117
+1,000
WAB icon
288
Wabtec
WAB
$36.8B
$85.8K 0.03%
428
-198
FBIN icon
289
Fortune Brands Innovations
FBIN
$6.22B
$85.4K 0.03%
1,600
MUB icon
290
iShares National Muni Bond ETF
MUB
$41.4B
$85.2K 0.03%
800
-13,097
PEG icon
291
Public Service Enterprise Group
PEG
$40.2B
$84.4K 0.03%
1,011
-212
TMO icon
292
Thermo Fisher Scientific
TMO
$216B
$83.4K 0.03%
172
-22
PRU icon
293
Prudential Financial
PRU
$41.2B
$78.6K 0.02%
758
-27
STZ icon
294
Constellation Brands
STZ
$25B
$78.2K 0.02%
581
-133
INCY icon
295
Incyte
INCY
$19.4B
$77.5K 0.02%
914
-620
INTC icon
296
Intel
INTC
$179B
$77.5K 0.02%
2,310
+225
IWS icon
297
iShares Russell Mid-Cap Value ETF
IWS
$14.4B
$75.6K 0.02%
541
SPLV icon
298
Invesco S&P 500 Low Volatility ETF
SPLV
$7.43B
$75K 0.02%
1,020
FTGC icon
299
First Trust Global Tactical Commodity Strategy Fund
FTGC
$2.13B
$73.2K 0.02%
+2,825
ABT icon
300
Abbott
ABT
$223B
$69.9K 0.02%
522
+76
10 11
12
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