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
301
$23.9K 0.01%
+1,000
302
$23.7K 0.01%
+1,040
303
$21.6K 0.01%
662
-1,619
304
$21.4K 0.01%
295
305
$20.6K 0.01%
365
+100
306
$20.5K 0.01%
+861
307
$19.9K 0.01%
1,430
-125
308
$19.1K 0.01%
75
-48
309
$18.8K 0.01%
103
310
$18.6K 0.01%
240
+15
311
$18.5K 0.01%
155
+45
312
$18.5K 0.01%
755
+105
313
$18.2K 0.01%
1,550
314
$17.9K 0.01%
66
315
$17.8K 0.01%
425
-722
316
$17.7K 0.01%
380
-2,126
317
$17.6K 0.01%
93
318
$17.6K 0.01%
155
319
$16.5K 0.01%
230
320
$16.2K 0.01%
205
321
$15.2K 0.01%
311
-1,089
322
$15K 0.01%
380
323
$14.6K 0.01%
15
324
$13.8K 0.01%
55
325
$13.7K 0.01%
400
11 12
13
14 15