UCB

United Community Bank Portfolio holdings

AUM $264M
1-Year Est. Return 17.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$264M
AUM Growth
-$58.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
655
New
Increased
Reduced
Closed

Sector Composition

1 Financials 19.18%
2 Technology 12.64%
3 Healthcare 5.67%
4 Consumer Discretionary 4.63%
5 Communication Services 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MPWR icon
476
Monolithic Power Systems
MPWR
$52.6B
$4.53K ﹤0.01%
+5
CPB icon
477
Campbell Soup
CPB
$6.84B
$4.51K ﹤0.01%
+162
KHC icon
478
Kraft Heinz
KHC
$27.4B
$4.44K ﹤0.01%
183
MRVL icon
479
Marvell Technology
MRVL
$79B
$4.42K ﹤0.01%
+52
ARES icon
480
Ares Management
ARES
$23.2B
$4.2K ﹤0.01%
+26
CLSK icon
481
CleanSpark
CLSK
$2.51B
$4.05K ﹤0.01%
+400
VRSK icon
482
Verisk Analytics
VRSK
$28B
$4.03K ﹤0.01%
18
+13
SEIC icon
483
SEI Investments
SEIC
$9.74B
$4.02K ﹤0.01%
+49
CG icon
484
Carlyle Group
CG
$16.8B
$3.72K ﹤0.01%
+63
BA icon
485
Boeing
BA
$168B
$3.69K ﹤0.01%
17
SNOW icon
486
Snowflake
SNOW
$61.4B
$3.51K ﹤0.01%
+16
TXT icon
487
Textron
TXT
$16.2B
$3.4K ﹤0.01%
39
VLTO icon
488
Veralto
VLTO
$22.6B
$3.39K ﹤0.01%
34
+28
IOT icon
489
Samsara
IOT
$18.5B
$3.3K ﹤0.01%
+93
DDOG icon
490
Datadog
DDOG
$45.1B
$3.26K ﹤0.01%
+24
HOG icon
491
Harley-Davidson
HOG
$2.04B
$3.26K ﹤0.01%
+159
SHOP icon
492
Shopify
SHOP
$169B
$3.22K ﹤0.01%
+20
IRM icon
493
Iron Mountain
IRM
$31.8B
$3.07K ﹤0.01%
37
VBK icon
494
Vanguard Small-Cap Growth ETF
VBK
$20.7B
$3.02K ﹤0.01%
10
DT icon
495
Dynatrace
DT
$11.2B
$2.77K ﹤0.01%
+64
FITB
496
Fifth Third Bancorp
FITB
$40.6B
$2.62K ﹤0.01%
56
-625
STM icon
497
STMicroelectronics
STM
$30.3B
$2.59K ﹤0.01%
+100
MCHI icon
498
iShares MSCI China ETF
MCHI
$7.23B
$2.46K ﹤0.01%
41
HPE icon
499
Hewlett Packard
HPE
$28.5B
$2.4K ﹤0.01%
100
CRWD icon
500
CrowdStrike
CRWD
$112B
$2.34K ﹤0.01%
5