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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
JVAL icon
276
JPMorgan US Value Factor ETF
JVAL
$770M
$103K 0.03%
+2,101
BSCT icon
277
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.81B
$103K 0.03%
+5,500
JPIE icon
278
JPMorgan Income ETF
JPIE
$9.32B
$102K 0.03%
+2,218
ED icon
279
Consolidated Edison
ED
$39.7B
$101K 0.03%
891
+287
VTWO icon
280
Vanguard Russell 2000 ETF
VTWO
$16.4B
$95.8K 0.03%
956
PANW icon
281
Palo Alto Networks
PANW
$215B
$94.4K 0.03%
589
+45
TAFI icon
282
AB Tax-Aware Short Duration Municipal ETF
TAFI
$1.27B
$93.7K 0.03%
3,720
EFAV icon
283
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.19B
$93.7K 0.03%
1,025
UNP icon
284
Union Pacific
UNP
$159B
$93.4K 0.03%
385
-48
GE icon
285
GE Aerospace
GE
$333B
$93.1K 0.03%
328
-14
BSCU icon
286
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$2.55B
$92K 0.03%
+5,500
CMI icon
287
Cummins
CMI
$87B
$90.9K 0.03%
169
+88
TXRH icon
288
Texas Roadhouse
TXRH
$10.8B
$90.8K 0.03%
550
+45
LNTH icon
289
Lantheus
LNTH
$6.53B
$90.3K 0.03%
1,190
+90
INTC icon
290
Intel
INTC
$538B
$89.7K 0.03%
2,032
-113
IBDR icon
291
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.57B
$88.5K 0.03%
+3,652
EAT icon
292
Brinker International
EAT
$6.32B
$88.5K 0.03%
620
+15
DXCM icon
293
DexCom
DXCM
$28.9B
$85.4K 0.03%
1,360
+100
IGM icon
294
iShares Expanded Tech Sector ETF
IGM
$10.2B
$85.3K 0.03%
720
-77
MUB icon
295
iShares National Muni Bond ETF
MUB
$45.2B
$84.9K 0.03%
+800
SYY icon
296
Sysco
SYY
$37.6B
$83.7K 0.03%
1,174
-50
VCLT icon
297
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.27B
$83.5K 0.03%
+1,117
MET icon
298
MetLife
MET
$55.4B
$82.2K 0.03%
1,163
+10
CGW icon
299
Invesco S&P Global Water Index ETF
CGW
$989M
$81.5K 0.03%
1,275
-200
FTGC icon
300
First Trust Global Tactical Commodity Strategy Fund
FTGC
$2.53B
$81.1K 0.03%
+2,825
10 11
12
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