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
$292M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$10.7M
3
+$1.69M
4
AVB icon
AvalonBay Communities
AVB
+$1.57M
5
BMY icon
Bristol-Myers Squibb
BMY
+$1.47M

Top Sells

1
+$1.66M
2
+$1.53M
3
+$1.11M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$813K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$742K

Sector Composition

1 Financials 19.24%
2 Technology 12.48%
3 Healthcare 6.47%
4 Consumer Discretionary 6.27%
5 Communication Services 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MDLZ icon
101
Mondelez International
MDLZ
$72.5B
$539K 0.18%
7,996
+45
MRK icon
102
Merck
MRK
$213B
$529K 0.18%
6,679
+109
SPGI icon
103
S&P Global
SPGI
$148B
$521K 0.18%
989
-210
SYK icon
104
Stryker
SYK
$135B
$504K 0.17%
1,275
+261
IBDQ icon
105
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$2.8B
$492K 0.17%
19,533
-400
INTU icon
106
Intuit
INTU
$182B
$483K 0.17%
613
+150
CBRE icon
107
CBRE Group
CBRE
$44.6B
$479K 0.16%
3,419
+28
VONG icon
108
Vanguard Russell 1000 Growth ETF
VONG
$33.1B
$467K 0.16%
4,277
+620
NFLX icon
109
Netflix
NFLX
$465B
$465K 0.16%
347
+6
IWM icon
110
iShares Russell 2000 ETF
IWM
$69.3B
$457K 0.16%
2,120
-546
VGT icon
111
Vanguard Information Technology ETF
VGT
$110B
$454K 0.16%
685
+80
ADSK icon
112
Autodesk
ADSK
$62.8B
$447K 0.15%
1,445
+7
VGIT icon
113
Vanguard Intermediate-Term Treasury ETF
VGIT
$33B
$445K 0.15%
7,446
-181
SPSB icon
114
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$7.91B
$442K 0.15%
14,636
-250
KMX icon
115
CarMax
KMX
$4.53B
$437K 0.15%
6,504
-740
MDY icon
116
SPDR S&P MidCap 400 ETF Trust
MDY
$23.9B
$434K 0.15%
766
VYM icon
117
Vanguard High Dividend Yield ETF
VYM
$64.9B
$423K 0.14%
3,171
+85
APP icon
118
Applovin
APP
$210B
$421K 0.14%
1,204
+15
APD icon
119
Air Products & Chemicals
APD
$57.6B
$420K 0.14%
1,490
+222
ABNB icon
120
Airbnb
ABNB
$73.8B
$418K 0.14%
+3,156
PHM icon
121
Pultegroup
PHM
$23.2B
$415K 0.14%
3,937
-639
VXUS icon
122
Vanguard Total International Stock ETF
VXUS
$107B
$411K 0.14%
5,948
-120
ETN icon
123
Eaton
ETN
$147B
$402K 0.14%
1,125
+120
HON icon
124
Honeywell
HON
$124B
$401K 0.14%
1,723
+4
DHR icon
125
Danaher
DHR
$149B
$400K 0.14%
2,027
-366
3 4
5
6 7