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
301
$68.9K 0.02%
1,884
302
$68.6K 0.02%
1,574
+1,174
303
$64.9K 0.02%
+4,836
304
$64.9K 0.02%
+140
305
$64.7K 0.02%
1,945
+80
306
$64.6K 0.02%
2,648
307
$64.2K 0.02%
454
-148
308
$63.6K 0.02%
+555
309
$63.5K 0.02%
+963
310
$62.3K 0.02%
332
-290
311
$61.4K 0.02%
611
+11
312
$61.3K 0.02%
379
-52
313
$61.1K 0.02%
2,395
-830
314
$60.2K 0.02%
245
+14
315
$59.9K 0.02%
326
+40
316
$59.8K 0.02%
2,343
317
$59.5K 0.02%
1,180
318
$58.6K 0.02%
343
+22
319
$58.1K 0.02%
73
+12
320
$57.2K 0.02%
128
+23
321
$57.2K 0.02%
1,425
322
$56.2K 0.02%
+345
323
$54.1K 0.02%
525
324
$54.1K 0.02%
252
325
$53.2K 0.02%
591
+316
11 12
13
14 15