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
$257M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$5.04M
2
+$2.05M
3
+$1.77M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.33M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$1.27M

Top Sells

1
+$1.85M
2
+$1.84M
3
+$1.41M
4
AMZN icon
Amazon
AMZN
+$1.22M
5
ADP icon
Automatic Data Processing
ADP
+$1.12M

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
351
$188 ﹤0.01%
10
352
$128 ﹤0.01%
50
353
$61 ﹤0.01%
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