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
401
$21.9K 0.01%
377
402
$21.9K 0.01%
694
-24,191
403
$21.9K 0.01%
153
+103
404
$21.6K 0.01%
285
-75
405
$21.5K 0.01%
1,650
406
$21.2K 0.01%
149
407
$21K 0.01%
379
+211
408
$20.8K 0.01%
189
+21
409
$20.4K 0.01%
66
+7
410
$20K 0.01%
47
+8
411
$20K 0.01%
+818
412
$19.8K 0.01%
15
+3
413
$19.7K 0.01%
435
+125
414
$19.5K 0.01%
425
415
$19.5K 0.01%
160
+15
416
$19.5K 0.01%
+258
417
$19.4K 0.01%
+20
418
$19.2K 0.01%
232
+110
419
$19K 0.01%
+802
420
$18.6K 0.01%
294
421
$18.5K 0.01%
400
422
$18.5K 0.01%
+270
423
$18.4K 0.01%
1,854
424
$18.1K 0.01%
90
+19
425
$17.8K 0.01%
135
+93
15 16
17
18 19