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
$257M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$5.17M
2
+$2.08M
3
+$1.77M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.34M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$1.33M

Top Sells

1
+$1.98M
2
+$1.73M
3
+$1.49M
4
AMZN icon
Amazon
AMZN
+$1.31M
5
ADP icon
Automatic Data Processing
ADP
+$1.15M

Sector Composition

1 Financials 18.05%
2 Technology 11.32%
3 Industrials 6.89%
4 Healthcare 6.63%
5 Consumer Discretionary 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.34M 0.52%
3,849
+1,586
52
$1.32M 0.51%
49,051
+830
53
$1.27M 0.49%
30,192
-1,200
54
$1.25M 0.48%
1,602
-448
55
$1.23M 0.48%
38,202
-4,837
56
$1.2M 0.47%
7,582
-568
57
$1.12M 0.44%
310
+20
58
$1.08M 0.42%
5,347
+1,100
59
$1.08M 0.42%
8,830
+2
60
$1.04M 0.4%
16,283
+878
61
$1.04M 0.4%
12,194
+4,301
62
$1.01M 0.39%
+3,495
63
$1M 0.39%
3,967
-30
64
$989K 0.38%
5,918
+78
65
$977K 0.38%
6,020
-445
66
$965K 0.38%
22,271
-251
67
$955K 0.37%
5,002
-142
68
$932K 0.36%
5,834
+534
69
$928K 0.36%
15,429
-540
70
$905K 0.35%
4,385
+1,766
71
$903K 0.35%
8,172
-639
72
$902K 0.35%
5,939
+2,523
73
$882K 0.34%
7,772
-698
74
$858K 0.33%
9,369
-1,042
75
$802K 0.31%
6,382
+104
1 2
3
4 5