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
NVO icon
476
Novo Nordisk
NVO
$223B
$8.54K ﹤0.01%
154
+108
AFL icon
477
Aflac
AFL
$57.7B
$8.38K ﹤0.01%
75
+18
ADM icon
478
Archer Daniels Midland
ADM
$28.8B
$8.36K ﹤0.01%
140
+40
LHX icon
479
L3Harris
LHX
$53.7B
$8.25K ﹤0.01%
+27
DOV icon
480
Dover
DOV
$27.3B
$8.18K ﹤0.01%
49
DASH icon
481
DoorDash
DASH
$98B
$8.16K ﹤0.01%
30
XENE icon
482
Xenon Pharmaceuticals
XENE
$3.4B
$8.03K ﹤0.01%
200
BHK icon
483
BlackRock Core Bond Trust
BHK
$684M
$7.95K ﹤0.01%
800
IGLB icon
484
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.74B
$7.89K ﹤0.01%
+153
EQIX icon
485
Equinix
EQIX
$73.7B
$7.83K ﹤0.01%
10
-20
CNH
486
CNH Industrial
CNH
$12.3B
$7.61K ﹤0.01%
+701
BKR icon
487
Baker Hughes
BKR
$46.2B
$7.31K ﹤0.01%
150
+12
NET icon
488
Cloudflare
NET
$70.9B
$7.3K ﹤0.01%
34
FDX icon
489
FedEx
FDX
$67.1B
$7.07K ﹤0.01%
+30
LNG icon
490
Cheniere Energy
LNG
$40.8B
$7.05K ﹤0.01%
30
+14
RSG icon
491
Republic Services
RSG
$66.1B
$6.42K ﹤0.01%
28
+7
CRUS icon
492
Cirrus Logic
CRUS
$6.25B
$6.39K ﹤0.01%
51
KR icon
493
Kroger
KR
$40.6B
$6.34K ﹤0.01%
94
+20
IPAC icon
494
iShares Core MSCI Pacific ETF
IPAC
$1.98B
$6.24K ﹤0.01%
+85
DELL icon
495
Dell
DELL
$86.1B
$6.24K ﹤0.01%
44
+20
DYNF icon
496
BlackRock US Equity Factor Rotation ETF
DYNF
$30.1B
$5.8K ﹤0.01%
+98
CCL icon
497
Carnival Corp
CCL
$36.3B
$5.46K ﹤0.01%
189
GVI icon
498
iShares Intermediate Government/Credit Bond ETF
GVI
$3.78B
$5.05K ﹤0.01%
+47
HWM icon
499
Howmet Aerospace
HWM
$79.8B
$4.91K ﹤0.01%
+25
KHC icon
500
Kraft Heinz
KHC
$28.9B
$4.76K ﹤0.01%
183