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
376
$28.7K 0.01%
239
+187
377
$28.6K 0.01%
313
+13
378
$28.1K 0.01%
242
-27
379
$26.8K 0.01%
+1,435
380
$26.8K 0.01%
274
+147
381
$26.5K 0.01%
58
+26
382
$26K 0.01%
79
+51
383
$25.8K 0.01%
34
+5
384
$25.7K 0.01%
+375
385
$25K 0.01%
41
+5
386
$24.9K 0.01%
104
+59
387
$24.8K 0.01%
316
+86
388
$24.5K 0.01%
168
+32
389
$24.3K 0.01%
62
+34
390
$24.1K 0.01%
+598
391
$24.1K 0.01%
100
392
$24K 0.01%
+290
393
$24K 0.01%
80
-5
394
$23.8K 0.01%
500
395
$23.2K 0.01%
408
396
$22.8K 0.01%
1,000
397
$22.8K 0.01%
170
+60
398
$22.3K 0.01%
662
399
$22.2K 0.01%
103
-92
400
$22K 0.01%
+456
14 15
16
17 18