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
501
$4.69K ﹤0.01%
240
502
$4.31K ﹤0.01%
+42
503
$4.02K ﹤0.01%
+94
504
$3.77K ﹤0.01%
+37
505
$3.67K ﹤0.01%
+17
506
$3.38K ﹤0.01%
+35
507
$3.37K ﹤0.01%
+125
508
$3.29K ﹤0.01%
39
509
$2.98K ﹤0.01%
+10
510
$2.88K ﹤0.01%
15
-35
511
$2.8K ﹤0.01%
+30
512
$2.7K ﹤0.01%
+41
513
$2.63K ﹤0.01%
18
-803
514
$2.46K ﹤0.01%
100
515
$2.45K ﹤0.01%
5
516
$2.44K ﹤0.01%
+29
517
$2.42K ﹤0.01%
+26
518
$2.28K ﹤0.01%
34
-16
519
$2.27K ﹤0.01%
+7
520
$2.19K ﹤0.01%
+10
521
$2.15K ﹤0.01%
+11
522
$2.15K ﹤0.01%
+3
523
$2.02K ﹤0.01%
6
-44
524
$2.01K ﹤0.01%
+23
525
$1.92K ﹤0.01%
+7
19 20
21
22 23