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
$323M
AUM Growth
+$30.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
641
New
Increased
Reduced
Closed

Top Sells

1 +$1.65M
2 +$1.61M
3 +$1.54M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$1.46M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.39M

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
BSTZ icon
426
BlackRock Science and Technology Term Trust
BSTZ
$1.53B
$17.4K 0.01%
785
JPM.PRD icon
427
JPMorgan Chase & Co 5.75% Series DD Preferred Stock
JPM.PRD
$1.7B
$17.4K 0.01%
700
SNV icon
428
Synovus
SNV
$7.29B
$17.2K 0.01%
+350
AZO icon
429
AutoZone
AZO
$56.7B
$17.2K 0.01%
4
VHT icon
430
Vanguard Health Care ETF
VHT
$17.3B
$17.1K 0.01%
66
TEVA icon
431
Teva Pharmaceuticals
TEVA
$34.5B
$17.1K 0.01%
+848
AON icon
432
Aon
AON
$75.6B
$17.1K 0.01%
48
+8
DON icon
433
WisdomTree US MidCap Dividend Fund
DON
$3.76B
$16.3K 0.01%
311
KMI icon
434
Kinder Morgan
KMI
$58.6B
$15.9K ﹤0.01%
562
+87
LQD icon
435
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$31.8B
$15.7K ﹤0.01%
141
BG icon
436
Bunge Global
BG
$17.8B
$15.7K ﹤0.01%
+193
LAZ icon
437
Lazard
LAZ
$4.81B
$15.6K ﹤0.01%
+295
BND icon
438
Vanguard Total Bond Market
BND
$144B
$15.4K ﹤0.01%
207
J icon
439
Jacobs Solutions
J
$15.9B
$15.3K ﹤0.01%
+102
DD icon
440
DuPont de Nemours
DD
$16.9B
$15K ﹤0.01%
461
PPL icon
441
PPL Corp
PPL
$25.1B
$14.9K ﹤0.01%
400
XLC icon
442
State Street Communication Services Select Sector SPDR ETF
XLC
$26.7B
$14.7K ﹤0.01%
124
SWK icon
443
Stanley Black & Decker
SWK
$11.3B
$14.6K ﹤0.01%
+197
MC icon
444
Moelis & Co
MC
$5.13B
$14.6K ﹤0.01%
+205
VMBS icon
445
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.4B
$14.2K ﹤0.01%
+303
FMC icon
446
FMC
FMC
$1.64B
$14.2K ﹤0.01%
+421
CNA icon
447
CNA Financial
CNA
$12.8B
$14.1K ﹤0.01%
+303
HLT icon
448
Hilton Worldwide
HLT
$66.4B
$14K ﹤0.01%
54
+8
SNPS icon
449
Synopsys
SNPS
$88.3B
$13.8K ﹤0.01%
28
+15
MNST icon
450
Monster Beverage
MNST
$73.6B
$13.7K ﹤0.01%
204
+24