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
SYY icon
276
Sysco
SYY
$36B
$73.8K 0.03%
975
+890
IWS icon
277
iShares Russell Mid-Cap Value ETF
IWS
$14B
$71.5K 0.02%
541
FCPT icon
278
Four Corners Property Trust
FCPT
$2.56B
$71.3K 0.02%
2,648
CE icon
279
Celanese
CE
$4.52B
$68.5K 0.02%
1,238
+650
UGI icon
280
UGI
UGI
$7.3B
$67.9K 0.02%
1,865
-190
IVZ icon
281
Invesco
IVZ
$10.4B
$65.9K 0.02%
4,180
+2
IDV icon
282
iShares International Select Dividend ETF
IDV
$6.06B
$65K 0.02%
1,884
FHLC icon
283
Fidelity MSCI Health Care Index ETF
FHLC
$2.62B
$64.8K 0.02%
1,013
FTNT icon
284
Fortinet
FTNT
$62.7B
$63.2K 0.02%
598
-565
LULU icon
285
lululemon athletica
LULU
$19.7B
$61.8K 0.02%
260
+5
MO icon
286
Altria Group
MO
$97.4B
$61.7K 0.02%
1,052
-190
AMD icon
287
Advanced Micro Devices
AMD
$380B
$61.2K 0.02%
431
-994
ABT icon
288
Abbott
ABT
$220B
$60.7K 0.02%
446
+112
ED icon
289
Consolidated Edison
ED
$35.5B
$60.2K 0.02%
600
ITOT icon
290
iShares Core S&P Total US Stock Market ETF
ITOT
$78.3B
$59.8K 0.02%
+443
IBDT icon
291
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.13B
$59.6K 0.02%
2,343
+1,548
TXN icon
292
Texas Instruments
TXN
$146B
$59.4K 0.02%
286
-300
TSPA icon
293
T. Rowe Price US Equity Research ETF
TSPA
$2.02B
$58.3K 0.02%
+1,500
CME icon
294
CME Group
CME
$99.7B
$58.2K 0.02%
211
+25
ISRG icon
295
Intuitive Surgical
ISRG
$199B
$57.1K 0.02%
105
HEDJ icon
296
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.86B
$56.8K 0.02%
1,180
AOK icon
297
iShares Core Conservative Allocation ETF
AOK
$658M
$55.7K 0.02%
1,425
GE icon
298
GE Aerospace
GE
$324B
$55.3K 0.02%
215
+19
ADI icon
299
Analog Devices
ADI
$112B
$55K 0.02%
231
+190
CARR icon
300
Carrier Global
CARR
$48.4B
$53.2K 0.02%
727
10 11
12
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