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

Top Buys

1
+$5.17M
2
+$2.08M
3
+$1.77M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.34M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$1.33M

Top Sells

1
+$1.98M
2
+$1.73M
3
+$1.49M
4
AMZN icon
Amazon
AMZN
+$1.31M
5
ADP icon
Automatic Data Processing
ADP
+$1.15M

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
376
– –
-1,100
377
– –
-1,240
378
– –
-6,719
379
– –
-2,079
380
– –
-675
381
– –
-3,477
12 13 14 15
16