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
$300M
AUM Growth
+$35.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
639
New
Increased
Reduced
Closed

Top Buys

1
+$3.71M
2
+$3.2M
3
+$2.82M
4
UCB
United Community Banks
UCB
+$2.77M
5
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$2.69M

Top Sells

1
+$1.03M
2
+$903K
3
+$794K
4
IAUM icon
iShares Gold Trust Micro
IAUM
+$647K
5
HD icon
Home Depot
HD
+$515K

Sector Composition

1 Financials 17.18%
2 Technology 10.01%
3 Healthcare 5.2%
4 Consumer Discretionary 4.01%
5 Consumer Staples 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SNA icon
326
Snap-on
SNA
$19.6B
$58.8K 0.02%
162
+37
IBDT icon
327
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.83B
$58.1K 0.02%
+2,293
GLD icon
328
SPDR Gold Trust
GLD
$160B
$57.2K 0.02%
133
-86
AOK icon
329
iShares Core Conservative Allocation ETF
AOK
$753M
$56.8K 0.02%
1,425
CCL icon
330
Carnival Corp
CCL
$37.6B
$56.7K 0.02%
2,189
SPYM
331
State Street SPDR Portfolio S&P 500 ETF
SPYM
$136B
$56.4K 0.02%
737
-248
NOBL icon
332
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.3B
$55.7K 0.02%
525
CINF icon
333
Cincinnati Financial
CINF
$25.6B
$54.1K 0.02%
+344
ABT icon
334
Abbott
ABT
$158B
$53.6K 0.02%
522
JBL icon
335
Jabil
JBL
$36B
$53.1K 0.02%
200
ALL icon
336
Allstate
ALL
$55B
$52.3K 0.02%
252
FTEC icon
337
Fidelity MSCI Information Technology Index ETF
FTEC
$18B
$52K 0.02%
250
-250
IWN icon
338
iShares Russell 2000 Value ETF
IWN
$13.3B
$51.8K 0.02%
273
BSJQ icon
339
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$1.08B
$51K 0.02%
+2,200
ZTS icon
340
Zoetis
ZTS
$49.1B
$49.4K 0.02%
418
+411
BSJR icon
341
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
$818M
$49.2K 0.02%
+2,200
ET icon
342
Energy Transfer Partners
ET
$65.6B
$49K 0.02%
2,538
-350
IBDV icon
343
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$3.04B
$48.6K 0.02%
+2,220
WES icon
344
Western Midstream Partners
WES
$16.2B
$47.3K 0.02%
1,150
USAI icon
345
Pacer American Energy Infrastructure ETF
USAI
$103M
$47K 0.02%
1,000
MPC icon
346
Marathon Petroleum
MPC
$66B
$46.9K 0.02%
192
-57
GDX icon
347
VanEck Gold Miners ETF
GDX
$29.3B
$45.9K 0.02%
500
FHN icon
348
First Horizon
FHN
$11.5B
$45K 0.02%
1,979
-38
WM icon
349
Waste Management
WM
$92.5B
$44.3K 0.01%
193
-81
XLC icon
350
State Street Communication Services Select Sector SPDR ETF
XLC
$25.2B
$42.1K 0.01%
380
12 13
14
15 16