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
$292M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1 +$10.8M
2 +$10.7M
3 +$1.69M
4
AVB icon
AvalonBay Communities
AVB
+$1.57M
5
BMY icon
Bristol-Myers Squibb
BMY
+$1.47M

Top Sells

1 +$1.66M
2 +$1.53M
3 +$1.11M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$813K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$742K

Sector Composition

1 Financials 19.24%
2 Technology 12.48%
3 Healthcare 6.47%
4 Consumer Discretionary 6.27%
5 Communication Services 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AOM icon
351
iShares Core Moderate Allocation ETF
AOM
$1.61B
$23K 0.01%
500
VGLT icon
352
Vanguard Long-Term Treasury ETF
VGLT
$10.1B
$22.9K 0.01%
408
VOO icon
353
Vanguard S&P 500 ETF
VOO
$764B
$22.7K 0.01%
+40
PLD icon
354
Prologis
PLD
$117B
$22.4K 0.01%
213
NSC icon
355
Norfolk Southern
NSC
$63.8B
$21.8K 0.01%
85
DES icon
356
WisdomTree US SmallCap Dividend Fund
DES
$1.83B
$21K 0.01%
662
SRE icon
357
Sempra
SRE
$61.2B
$20.8K 0.01%
275
+20
IWP icon
358
iShares Russell Mid-Cap Growth ETF
IWP
$20.3B
$20.7K 0.01%
149
NFJ
359
Virtus Dividend, Interest & Premium Strategy Fund
NFJ
$1.21B
$20.5K 0.01%
1,650
DFAT icon
360
Dimensional US Targeted Value ETF
DFAT
$11.4B
$20.3K 0.01%
377
PH icon
361
Parker-Hannifin
PH
$107B
$20.3K 0.01%
29
LYB icon
362
LyondellBasell Industries
LYB
$13.8B
$19.7K 0.01%
340
+45
INGR icon
363
Ingredion
INGR
$6.91B
$19.7K 0.01%
145
-15
DEM icon
364
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.18B
$19.2K 0.01%
425
AJG icon
365
Arthur J. Gallagher & Co
AJG
$64.2B
$18.9K 0.01%
59
TDG icon
366
TransDigm Group
TDG
$72.4B
$18.2K 0.01%
12
MU icon
367
Micron Technology
MU
$267B
$18.1K 0.01%
147
STX icon
368
Seagate
STX
$59.7B
$18K 0.01%
125
NOC icon
369
Northrop Grumman
NOC
$81.2B
$18K 0.01%
36
OGE icon
370
OGE Energy
OGE
$8.93B
$17.8K 0.01%
400
JCI icon
371
Johnson Controls International
JCI
$80B
$17.7K 0.01%
168
COIN icon
372
Coinbase
COIN
$83.4B
$17.5K 0.01%
+50
KRE icon
373
State Street SPDR S&P Regional Banking ETF
KRE
$3.95B
$17.5K 0.01%
294
JPM.PRD icon
374
JPMorgan Chase & Co 5.75% Series DD Preferred Stock
JPM.PRD
$1.7B
$17.2K 0.01%
700
UBER icon
375
Uber
UBER
$191B
$16.8K 0.01%
180