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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
$300M
AUM Growth
+$35.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
639
New
Increased
Reduced
Closed

Top Buys

1
+$3.71M
2
+$3.2M
3
+$2.82M
4
UCB
United Community Banks
UCB
+$2.77M
5
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$2.69M

Top Sells

1
+$1.03M
2
+$903K
3
+$794K
4
IAUM icon
iShares Gold Trust Micro
IAUM
+$647K
5
HD icon
Home Depot
HD
+$515K

Sector Composition

1 Financials 17.18%
2 Technology 10.01%
3 Healthcare 5.2%
4 Consumer Discretionary 4.01%
5 Consumer Staples 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CMCSA icon
76
Comcast
CMCSA
$85.2B
$916K 0.31%
31,921
+3,545
BEN icon
77
Franklin Resources
BEN
$16.5B
$886K 0.3%
37,529
+3,505
MS icon
78
Morgan Stanley
MS
$332B
$885K 0.3%
5,376
+245
UPS icon
79
United Parcel Service
UPS
$91.7B
$881K 0.29%
8,951
+1,263
MDY icon
80
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.7B
$849K 0.28%
1,377
+40
ETN icon
81
Eaton
ETN
$156B
$849K 0.28%
2,373
+126
TFC icon
82
Truist Financial
TFC
$61.6B
$841K 0.28%
18,294
+1,115
VLO icon
83
Valero Energy
VLO
$75.4B
$832K 0.28%
3,366
+135
CAT icon
84
Caterpillar
CAT
$421B
$826K 0.28%
1,166
+5
OHI icon
85
Omega Healthcare
OHI
$13.6B
$812K 0.27%
18,540
+1,180
TGT icon
86
Target
TGT
$57.5B
$811K 0.27%
6,690
+1,238
TD icon
87
Toronto Dominion Bank
TD
$189B
$791K 0.26%
8,475
+365
VNQ icon
88
Vanguard Real Estate ETF
VNQ
$37.8B
$751K 0.25%
8,467
-3,461
PFE icon
89
Pfizer
PFE
$146B
$731K 0.24%
26,033
+2,831
DGRW icon
90
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.7B
$689K 0.23%
7,849
-50
AXP icon
91
American Express
AXP
$217B
$684K 0.23%
2,262
-608
MDT icon
92
Medtronic
MDT
$105B
$678K 0.23%
7,823
-1,401
BAC icon
93
Bank of America
BAC
$386B
$672K 0.22%
13,794
+1,323
KMB icon
94
Kimberly-Clark
KMB
$33.4B
$664K 0.22%
6,883
-241
IGV icon
95
iShares Expanded Tech-Software Sector ETF
IGV
$15.2B
$662K 0.22%
8,265
-1,857
DVY icon
96
iShares Select Dividend ETF
DVY
$22.6B
$653K 0.22%
4,310
-1,410
AMAT icon
97
Applied Materials
AMAT
$396B
$652K 0.22%
1,908
-211
RIO icon
98
Rio Tinto
RIO
$165B
$587K 0.2%
6,288
+230
IVW icon
99
iShares S&P 500 Growth ETF
IVW
$73B
$575K 0.19%
5,087
-95
ORCL icon
100
Oracle
ORCL
$592B
$536K 0.18%
3,643
+100
2 3
4
5 6