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
326
$13.2K 0.01%
321
-68
327
$12.8K 0.01%
+600
328
$12.4K ﹤0.01%
50
329
$10.9K ﹤0.01%
115
-230
330
$10.4K ﹤0.01%
110
-470
331
$9.55K ﹤0.01%
150
332
$9.15K ﹤0.01%
248
333
$8.72K ﹤0.01%
150
334
$7.8K ﹤0.01%
100
335
$7.24K ﹤0.01%
25
336
$6.91K ﹤0.01%
100
337
$6.38K ﹤0.01%
80
338
$6.24K ﹤0.01%
401
339
$5.8K ﹤0.01%
151
-28
340
$5.65K ﹤0.01%
86
-235
341
$5K ﹤0.01%
60
342
$4.2K ﹤0.01%
+12
343
$3.36K ﹤0.01%
37
344
$2.78K ﹤0.01%
+389
345
$2.09K ﹤0.01%
240
346
$1.77K ﹤0.01%
100
347
$1.22K ﹤0.01%
56
348
$545 ﹤0.01%
13
349
$454 ﹤0.01%
+10
350
$197 ﹤0.01%
126
12 13
14
15 16