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
$323M
AUM Growth
+$30.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
641
New
Increased
Reduced
Closed

Top Buys

1
+$2.58M
2
+$1.86M
3
+$1.77M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.71M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.4M

Top Sells

1
+$1.65M
2
+$1.61M
3
+$1.54M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$1.46M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.39M

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
IBDW icon
351
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.06B
$40K 0.01%
1,885
STX icon
352
Seagate
STX
$60.5B
$39.9K 0.01%
169
+44
USAI icon
353
Pacer American Energy Independence ETF
USAI
$80.9M
$39.8K 0.01%
1,000
GDX icon
354
VanEck Gold Miners ETF
GDX
$25.4B
$38.2K 0.01%
500
DIAX icon
355
Nuveen Dow 30SM Dynamic Overwrite Fund
DIAX
$539M
$38K 0.01%
2,550
HBAN icon
356
Huntington Bancshares
HBAN
$28B
$37.9K 0.01%
2,193
+641
VTV icon
357
Vanguard Value ETF
VTV
$156B
$37.3K 0.01%
200
+125
BK icon
358
Bank of New York Mellon
BK
$79.2B
$37.3K 0.01%
342
+23
MPC icon
359
Marathon Petroleum
MPC
$52.5B
$37K 0.01%
192
-12
VPU icon
360
Vanguard Utilities ETF
VPU
$7.73B
$36K 0.01%
190
VB icon
361
Vanguard Small-Cap ETF
VB
$68.9B
$35.6K 0.01%
+140
ORLY icon
362
O'Reilly Automotive
ORLY
$78.4B
$34K 0.01%
315
+135
FHLC icon
363
Fidelity MSCI Health Care Index ETF
FHLC
$2.81B
$33.4K 0.01%
500
-513
XLP icon
364
State Street Consumer Staples Select Sector SPDR ETF
XLP
$15.1B
$32.9K 0.01%
420
-89
TT icon
365
Trane Technologies
TT
$84.8B
$31.6K 0.01%
75
+43
MU icon
366
Micron Technology
MU
$254B
$31K 0.01%
185
+38
LYB icon
367
LyondellBasell Industries
LYB
$14.1B
$30.6K 0.01%
623
+283
RF icon
368
Regions Financial
RF
$24.2B
$30.5K 0.01%
+1,155
FITB icon
369
Fifth Third Bancorp
FITB
$31.6B
$30.3K 0.01%
681
+581
JHG icon
370
Janus Henderson
JHG
$7B
$30.2K 0.01%
+679
SCCO icon
371
Southern Copper
SCCO
$116B
$29.7K 0.01%
+247
ITW icon
372
Illinois Tool Works
ITW
$73.2B
$29.2K 0.01%
112
+9
DFUV icon
373
Dimensional US Marketwide Value ETF
DFUV
$12.8B
$29K 0.01%
649
D icon
374
Dominion Energy
D
$51.3B
$29K 0.01%
+474
GTLS icon
375
Chart Industries
GTLS
$9.24B
$28.8K 0.01%
144
+113
13 14
15
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