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
326
$52.3K 0.02%
622
+24
327
$51.5K 0.02%
2,200
328
$50.3K 0.02%
2,270
329
$50K 0.02%
2,200
330
$49.7K 0.02%
344
+213
331
$49.6K 0.02%
2,888
332
$48.3K 0.01%
273
333
$48K 0.01%
101
+35
334
$45.6K 0.01%
2,017
+1,888
335
$45.3K 0.01%
676
+16
336
$45K 0.01%
753
+26
337
$44.8K 0.01%
506
338
$44.4K 0.01%
582
339
$43.9K 0.01%
684
+12
340
$43.4K 0.01%
200
-170
341
$42.6K 0.01%
193
+31
342
$42.3K 0.01%
232
+62
343
$42.1K 0.01%
92
+37
344
$41.9K 0.01%
84
345
$41.5K 0.01%
297
+270
346
$40.6K 0.01%
1,000
-32,447
347
$40.3K 0.01%
1,535
348
$40.2K 0.01%
1,570
349
$40.2K 0.01%
+1,600
350
$40.1K 0.01%
1,515
12 13
14
15 16