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
351
$40K 0.01%
1,885
352
$39.9K 0.01%
169
+44
353
$39.8K 0.01%
1,000
354
$38.2K 0.01%
500
355
$38K 0.01%
2,550
356
$37.9K 0.01%
2,193
+641
357
$37.3K 0.01%
200
+125
358
$37.3K 0.01%
342
+23
359
$37K 0.01%
192
-12
360
$36K 0.01%
190
361
$35.6K 0.01%
+140
362
$34K 0.01%
315
+135
363
$33.4K 0.01%
500
-513
364
$32.9K 0.01%
420
-89
365
$31.6K 0.01%
75
+43
366
$31K 0.01%
185
+38
367
$30.6K 0.01%
623
+283
368
$30.5K 0.01%
+1,155
369
$30.3K 0.01%
681
+581
370
$30.2K 0.01%
+679
371
$29.7K 0.01%
+249
372
$29.2K 0.01%
112
+9
373
$29K 0.01%
649
374
$29K 0.01%
+474
375
$28.8K 0.01%
144
+113
13 14
15
16 17