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
451
$13.4K ﹤0.01%
21
+3
452
$13.3K ﹤0.01%
65
+13
453
$12.9K ﹤0.01%
27
+5
454
$12.8K ﹤0.01%
600
455
$12K ﹤0.01%
105
-108
456
$12K ﹤0.01%
+355
457
$12K ﹤0.01%
+172
458
$11.7K ﹤0.01%
+206
459
$11.7K ﹤0.01%
380
460
$11.5K ﹤0.01%
115
461
$11.4K ﹤0.01%
145
+34
462
$11.2K ﹤0.01%
32
+8
463
$11.2K ﹤0.01%
84
+61
464
$10.8K ﹤0.01%
64
+16
465
$10.7K ﹤0.01%
575
466
$10.4K ﹤0.01%
49
+16
467
$10.1K ﹤0.01%
409
+29
468
$9.95K ﹤0.01%
222
469
$9.78K ﹤0.01%
63
-8
470
$9.61K ﹤0.01%
+66
471
$9.44K ﹤0.01%
27
+5
472
$9.05K ﹤0.01%
+55
473
$8.82K ﹤0.01%
14
+4
474
$8.79K ﹤0.01%
+224
475
$8.73K ﹤0.01%
254
+58
17 18
19
20 21