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
$257M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$5.17M
2
+$2.08M
3
+$1.77M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.34M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$1.33M

Top Sells

1
+$1.98M
2
+$1.73M
3
+$1.49M
4
AMZN icon
Amazon
AMZN
+$1.31M
5
ADP icon
Automatic Data Processing
ADP
+$1.15M

Sector Composition

1 Financials 18.05%
2 Technology 11.32%
3 Industrials 6.89%
4 Healthcare 6.63%
5 Consumer Discretionary 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.12M 0.82%
12,348
-10,095
27
$2.11M 0.82%
47,415
+7,044
28
$2.08M 0.81%
29,059
-959
29
$2.02M 0.79%
72,849
-2,284
30
$2.02M 0.78%
4,000
+1,432
31
$2.01M 0.78%
55,483
+1,372
32
$2M 0.78%
10,545
-30
33
$1.99M 0.77%
16,168
-323
34
$1.92M 0.75%
16,340
+221
35
$1.91M 0.74%
3,788
+1,376
36
$1.81M 0.7%
19,970
+266
37
$1.78M 0.69%
2,430
-39
38
$1.76M 0.68%
11,673
-612
39
$1.74M 0.67%
14,942
-543
40
$1.7M 0.66%
18,890
+14,820
41
$1.66M 0.65%
19,235
-859
42
$1.66M 0.64%
16,214
+243
43
$1.61M 0.63%
3,351
+169
44
$1.56M 0.61%
8,653
-7,290
45
$1.56M 0.61%
15,921
+2,911
46
$1.54M 0.6%
18,075
-3,590
47
$1.44M 0.56%
28,651
+876
48
$1.41M 0.55%
6,782
-1,211
49
$1.39M 0.54%
5,056
+1,307
50
$1.36M 0.53%
8,651
+74
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