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
$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
NVO icon
476
Novo Nordisk
NVO
$164B
$8.54K ﹤0.01%
154
+108
AFL icon
477
Aflac
AFL
$54.9B
$8.38K ﹤0.01%
75
+18
ADM icon
478
Archer Daniels Midland
ADM
$32.7B
$8.36K ﹤0.01%
140
+40
LHX icon
479
L3Harris
LHX
$64.5B
$8.25K ﹤0.01%
+27
DOV icon
480
Dover
DOV
$28.6B
$8.18K ﹤0.01%
49
DASH icon
481
DoorDash
DASH
$69.5B
$8.16K ﹤0.01%
30
XENE icon
482
Xenon Pharmaceuticals
XENE
$5.19B
$8.03K ﹤0.01%
200
BHK icon
483
BlackRock Core Bond Trust
BHK
$657M
$7.95K ﹤0.01%
800
IGLB icon
484
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.61B
$7.89K ﹤0.01%
+153
EQIX icon
485
Equinix
EQIX
$95B
$7.83K ﹤0.01%
10
-20
CNH
486
CNH Industrial
CNH
$13B
$7.61K ﹤0.01%
+701
BKR icon
487
Baker Hughes
BKR
$61.8B
$7.31K ﹤0.01%
150
+12
NET icon
488
Cloudflare
NET
$77.7B
$7.3K ﹤0.01%
34
FDX icon
489
FedEx
FDX
$84.9B
$7.07K ﹤0.01%
+30
LNG icon
490
Cheniere Energy
LNG
$60.4B
$7.05K ﹤0.01%
30
+14
RSG icon
491
Republic Services
RSG
$66.9B
$6.42K ﹤0.01%
28
+7
CRUS icon
492
Cirrus Logic
CRUS
$6.98B
$6.39K ﹤0.01%
51
KR icon
493
Kroger
KR
$44.6B
$6.34K ﹤0.01%
94
+20
IPAC icon
494
iShares Core MSCI Pacific ETF
IPAC
$2.36B
$6.24K ﹤0.01%
+85
DELL icon
495
Dell
DELL
$106B
$6.24K ﹤0.01%
44
+20
DYNF icon
496
BlackRock US Equity Factor Rotation ETF
DYNF
$30B
$5.8K ﹤0.01%
+98
CCL icon
497
Carnival Corp
CCL
$35.3B
$5.46K ﹤0.01%
189
GVI icon
498
iShares Intermediate Government/Credit Bond ETF
GVI
$3.85B
$5.05K ﹤0.01%
+47
HWM icon
499
Howmet Aerospace
HWM
$94.6B
$4.91K ﹤0.01%
+25
KHC icon
500
Kraft Heinz
KHC
$25.1B
$4.76K ﹤0.01%
183