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
476
$8.54K ﹤0.01%
154
+108
477
$8.38K ﹤0.01%
75
+18
478
$8.36K ﹤0.01%
140
+40
479
$8.25K ﹤0.01%
+27
480
$8.18K ﹤0.01%
49
481
$8.16K ﹤0.01%
30
482
$8.03K ﹤0.01%
200
483
$7.95K ﹤0.01%
800
484
$7.89K ﹤0.01%
+153
485
$7.83K ﹤0.01%
10
-20
486
$7.61K ﹤0.01%
+701
487
$7.31K ﹤0.01%
150
+12
488
$7.3K ﹤0.01%
34
489
$7.07K ﹤0.01%
+30
490
$7.05K ﹤0.01%
30
+14
491
$6.42K ﹤0.01%
28
+7
492
$6.39K ﹤0.01%
51
493
$6.34K ﹤0.01%
94
+20
494
$6.24K ﹤0.01%
+85
495
$6.24K ﹤0.01%
44
+20
496
$5.8K ﹤0.01%
+98
497
$5.46K ﹤0.01%
189
498
$5.05K ﹤0.01%
+47
499
$4.91K ﹤0.01%
+25
500
$4.76K ﹤0.01%
183
18 19
20
21 22