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
426
$17.4K 0.01%
785
427
$17.4K 0.01%
700
428
$17.2K 0.01%
+350
429
$17.2K 0.01%
4
430
$17.1K 0.01%
66
431
$17.1K 0.01%
+848
432
$17.1K 0.01%
48
+8
433
$16.3K 0.01%
311
434
$15.9K ﹤0.01%
562
+87
435
$15.7K ﹤0.01%
141
436
$15.7K ﹤0.01%
+193
437
$15.6K ﹤0.01%
+295
438
$15.4K ﹤0.01%
207
439
$15.3K ﹤0.01%
+102
440
$15K ﹤0.01%
461
441
$14.9K ﹤0.01%
400
442
$14.7K ﹤0.01%
124
443
$14.6K ﹤0.01%
+197
444
$14.6K ﹤0.01%
+205
445
$14.2K ﹤0.01%
+303
446
$14.2K ﹤0.01%
+421
447
$14.1K ﹤0.01%
+303
448
$14K ﹤0.01%
54
+8
449
$13.8K ﹤0.01%
28
+15
450
$13.7K ﹤0.01%
204
+24