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
$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
$80.2B
$4.53K ﹤0.01%
+5
CPB icon
477
Campbell Soup
CPB
$6.15B
$4.51K ﹤0.01%
+162
KHC icon
478
Kraft Heinz
KHC
$26B
$4.44K ﹤0.01%
183
MRVL icon
479
Marvell Technology
MRVL
$144B
$4.42K ﹤0.01%
+52
ARES icon
480
Ares Management
ARES
$26B
$4.2K ﹤0.01%
+26
CLSK icon
481
CleanSpark
CLSK
$3.26B
$4.05K ﹤0.01%
+400
VRSK icon
482
Verisk Analytics
VRSK
$23.3B
$4.03K ﹤0.01%
18
+13
SEIC icon
483
SEI Investments
SEIC
$10.7B
$4.02K ﹤0.01%
+49
CG icon
484
Carlyle Group
CG
$17.4B
$3.72K ﹤0.01%
+63
BA icon
485
Boeing
BA
$183B
$3.69K ﹤0.01%
17
SNOW icon
486
Snowflake
SNOW
$48.5B
$3.51K ﹤0.01%
+16
TXT icon
487
Textron
TXT
$15.3B
$3.4K ﹤0.01%
39
VLTO icon
488
Veralto
VLTO
$21.8B
$3.39K ﹤0.01%
34
+28
IOT icon
489
Samsara
IOT
$17.4B
$3.3K ﹤0.01%
+93
DDOG icon
490
Datadog
DDOG
$45.8B
$3.26K ﹤0.01%
+24
HOG icon
491
Harley-Davidson
HOG
$2.58B
$3.26K ﹤0.01%
+159
SHOP icon
492
Shopify
SHOP
$164B
$3.22K ﹤0.01%
+20
IRM icon
493
Iron Mountain
IRM
$34.5B
$3.07K ﹤0.01%
37
VBK icon
494
Vanguard Small-Cap Growth ETF
VBK
$22.4B
$3.02K ﹤0.01%
10
DT icon
495
Dynatrace
DT
$10.5B
$2.77K ﹤0.01%
+64
FITB
496
Fifth Third Bancorp
FITB
$45B
$2.62K ﹤0.01%
56
-625
STM icon
497
STMicroelectronics
STM
$44.9B
$2.59K ﹤0.01%
+100
MCHI icon
498
iShares MSCI China ETF
MCHI
$6.84B
$2.46K ﹤0.01%
41
HPE icon
499
Hewlett Packard
HPE
$37.4B
$2.4K ﹤0.01%
100
CRWD icon
500
CrowdStrike
CRWD
$114B
$2.34K ﹤0.01%
5