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
551
$1.26K ﹤0.01%
+5
552
$1.25K ﹤0.01%
+13
553
$1.23K ﹤0.01%
+15
554
$1.19K ﹤0.01%
+18
555
$1.12K ﹤0.01%
+74
556
$1.11K ﹤0.01%
+45
557
$1.1K ﹤0.01%
+13
558
$1.09K ﹤0.01%
+2
559
$1.05K ﹤0.01%
+12
560
$987 ﹤0.01%
+11
561
$976 ﹤0.01%
+14
562
$946 ﹤0.01%
+29
563
$928 ﹤0.01%
+26
564
$897 ﹤0.01%
+11
565
$826 ﹤0.01%
+6
566
$805 ﹤0.01%
+14
567
$771 ﹤0.01%
126
568
$732 ﹤0.01%
12
+2
569
$690 ﹤0.01%
+9
570
$681 ﹤0.01%
+3
571
$645 ﹤0.01%
+12
572
$640 ﹤0.01%
+6
573
$627 ﹤0.01%
+12
574
$605 ﹤0.01%
+3
575
$586 ﹤0.01%
49
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21 22
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