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

Top Buys

1
+$2.54M
2
+$1.83M
3
+$1.75M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.65M
5
OKE icon
Oneok
OKE
+$1.4M

Top Sells

1
+$1.62M
2
+$1.61M
3
+$1.54M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$1.46M
5
AVB icon
AvalonBay Communities
AVB
+$1.38M

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
276
$94.1K 0.03%
+1,860
277
$93.6K 0.03%
+1,195
278
$93.5K 0.03%
+956
279
$93.1K 0.03%
1,815
+245
280
$93K 0.03%
5,500
281
$92.7K 0.03%
666
-35
282
$90.7K 0.03%
720
283
$90.5K 0.03%
1,099
+124
284
$88.9K 0.03%
329
+118
285
$87.9K 0.03%
710
+344
286
$87K 0.03%
+1,025
287
$86.7K 0.03%
1,117
+1,000
288
$85.8K 0.03%
428
-198
289
$85.4K 0.03%
1,600
290
$85.2K 0.03%
800
-13,097
291
$84.4K 0.03%
1,011
-212
292
$83.4K 0.03%
172
-22
293
$78.6K 0.02%
758
-27
294
$78.2K 0.02%
581
-133
295
$77.5K 0.02%
914
-620
296
$77.5K 0.02%
2,310
+225
297
$75.6K 0.02%
541
298
$75K 0.02%
1,020
299
$73.2K 0.02%
+2,825
300
$69.9K 0.02%
522
+76
10 11
12
13 14