UCB
United Community Bank Portfolio holdings
AUM
$323M
1-Year Est. Return
13.63%
1 Year Est. Return
+13.63%
AUM
$323M
AUM Growth
+$30.6M
(+10%)
Holding
641
Top Buys
| 1 | +$2.58M | |
| 2 | +$1.86M | |
| 3 | +$1.77M | |
| 4 |
Vanguard Total International Stock ETF
VXUS
|
+$1.71M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$1.4M |
Top Sells
| 1 | +$1.65M | |
| 2 | +$1.61M | |
| 3 | +$1.54M | |
| 4 |
VanEck Morningstar Wide Moat ETF
MOAT
|
+$1.46M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
626
Pagaya Technologies
PGY
$1.98B
| – | – |
-83
|
|
||
627
Peloton Interactive
PTON
$2.8B
| – | – |
-220
|
|
||
628
Republic Bancorp
RBCAA
$1.42B
| – | – |
-50
|
|
||
629
Roblox
RBLX
$66.2B
| – | – |
-250
|
|
||
630
First Trust Rising Dividend Achievers ETF
RDVY
$18.8B
| – | – |
-1,370
|
|
||
631
Rithm Capital
RITM
$6.21B
| – | – |
-900
|
|
||
632
Regional Management Corp
RM
$365M
| – | – |
-232
|
|
||
633
iShares Short Treasury Bond ETF
SHV
$20.3B
| – | – |
-254
|
|
||
634
Sonos
SONO
$2.29B
| – | – |
-100
|
|
||
|
XYZ
635
Block Inc
XYZ
$38.5B
| – | – |
-10
|
|