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 Buys

1
+$2.58M
2
+$1.86M
3
+$1.77M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.71M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.4M

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
WBD icon
501
Warner Bros
WBD
$74.3B
$4.69K ﹤0.01%
240
TROW icon
502
T. Rowe Price
TROW
$22.9B
$4.31K ﹤0.01%
+42
SPDW icon
503
SPDR Portfolio Developed World ex-US ETF
SPDW
$33.2B
$4.02K ﹤0.01%
+94
IRM icon
504
Iron Mountain
IRM
$24.6B
$3.77K ﹤0.01%
+37
BA icon
505
Boeing
BA
$160B
$3.67K ﹤0.01%
+17
IEF icon
506
iShares 7-10 Year Treasury Bond ETF
IEF
$44.6B
$3.38K ﹤0.01%
+35
SPTL icon
507
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.9B
$3.37K ﹤0.01%
+125
TXT icon
508
Textron
TXT
$15.4B
$3.29K ﹤0.01%
39
VBK icon
509
Vanguard Small-Cap Growth ETF
VBK
$21B
$2.98K ﹤0.01%
+10
AMT icon
510
American Tower
AMT
$84.6B
$2.88K ﹤0.01%
15
-35
ETR icon
511
Entergy
ETR
$41.2B
$2.8K ﹤0.01%
+30
MCHI icon
512
iShares MSCI China ETF
MCHI
$7.89B
$2.7K ﹤0.01%
+41
ZTS icon
513
Zoetis
ZTS
$52.3B
$2.63K ﹤0.01%
18
-803
HPE icon
514
Hewlett Packard
HPE
$31.5B
$2.46K ﹤0.01%
100
CRWD icon
515
CrowdStrike
CRWD
$127B
$2.45K ﹤0.01%
5
NEM icon
516
Newmont
NEM
$107B
$2.44K ﹤0.01%
+29
ESGD icon
517
iShares ESG Aware MSCI EAFE ETF
ESGD
$10.8B
$2.42K ﹤0.01%
+26
PYPL icon
518
PayPal
PYPL
$57.7B
$2.28K ﹤0.01%
34
-16
RCL icon
519
Royal Caribbean
RCL
$76B
$2.27K ﹤0.01%
+7
TEL icon
520
TE Connectivity
TEL
$67.7B
$2.19K ﹤0.01%
+10
VST icon
521
Vistra
VST
$57.6B
$2.15K ﹤0.01%
+11
AXON icon
522
Axon Enterprise
AXON
$44.5B
$2.15K ﹤0.01%
+3
COIN icon
523
Coinbase
COIN
$72.1B
$2.02K ﹤0.01%
6
-44
BBCA icon
524
JPMorgan BetaBuilders Canada ETF
BBCA
$9.43B
$2.01K ﹤0.01%
+23
RMD icon
525
ResMed
RMD
$36.8B
$1.92K ﹤0.01%
+7
19 20
21
22 23