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
526
$1.88K ﹤0.01%
+11
527
$1.8K ﹤0.01%
+40
528
$1.75K ﹤0.01%
+11
529
$1.75K ﹤0.01%
+65
530
$1.73K ﹤0.01%
+8
531
$1.71K ﹤0.01%
38
-147
532
$1.7K ﹤0.01%
+3
533
$1.7K ﹤0.01%
+32
534
$1.68K ﹤0.01%
+11
535
$1.63K ﹤0.01%
+42
536
$1.63K ﹤0.01%
+17
537
$1.61K ﹤0.01%
+18
538
$1.6K ﹤0.01%
+9
539
$1.54K ﹤0.01%
+6
540
$1.53K ﹤0.01%
26
+6
541
$1.52K ﹤0.01%
10
-15
542
$1.51K ﹤0.01%
+26
543
$1.49K ﹤0.01%
+21
544
$1.39K ﹤0.01%
+10
545
$1.39K ﹤0.01%
33
-1,205
546
$1.36K ﹤0.01%
+15
547
$1.35K ﹤0.01%
+10
548
$1.34K ﹤0.01%
22
-778
549
$1.32K ﹤0.01%
+7
550
$1.29K ﹤0.01%
+16
20 21
22
23 24