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
276
$52.5K 0.02%
+1,425
277
$52.3K 0.02%
100
278
$50.3K 0.02%
4,416
+2,160
279
$47.8K 0.02%
+1,996
280
$46.9K 0.02%
+300
281
$45.4K 0.02%
362
282
$43.4K 0.02%
273
283
$41.6K 0.02%
509
-1,492
284
$39.5K 0.02%
1,100
285
$38.6K 0.02%
200
-662
286
$37.6K 0.01%
693
-10,687
287
$34.9K 0.01%
600
288
$34.6K 0.01%
582
289
$31.6K 0.01%
1,000
-1,700
290
$30.7K 0.01%
50
291
$30K 0.01%
90
292
$29.8K 0.01%
300
293
$29.5K 0.01%
213
294
$27.5K 0.01%
160
295
$27.3K 0.01%
100
296
$27.1K 0.01%
190
297
$26K 0.01%
185
-2
298
$25.3K 0.01%
190
299
$24.6K 0.01%
265
-296
300
$24.2K 0.01%
120
-25
10 11
12
13 14