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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
FLEX icon
126
Flex
FLEX
$51.1B
$378K 0.13%
5,770
+435
CRM icon
127
Salesforce
CRM
$140B
$375K 0.13%
2,008
-895
MDLZ icon
128
Mondelez International
MDLZ
$82.4B
$368K 0.12%
6,384
+580
ACN icon
129
Accenture
ACN
$105B
$365K 0.12%
1,840
+60
TSM icon
130
TSMC
TSM
$2.12T
$361K 0.12%
1,067
-138
IVE icon
131
iShares S&P 500 Value ETF
IVE
$47.1B
$353K 0.12%
1,672
-45
FNV icon
132
Franco-Nevada
FNV
$40.2B
$350K 0.12%
1,415
MU icon
133
Micron Technology
MU
$1.01T
$346K 0.12%
1,025
+15
QCOM icon
134
Qualcomm
QCOM
$202B
$344K 0.11%
2,671
-28
IEFA icon
135
iShares Core MSCI EAFE ETF
IEFA
$180B
$335K 0.11%
3,700
-2,034
RTX icon
136
RTX Corp
RTX
$239B
$330K 0.11%
1,712
UNH icon
137
UnitedHealth
UNH
$370B
$328K 0.11%
1,213
+195
PAYX icon
138
Paychex
PAYX
$36.2B
$325K 0.11%
3,525
+348
GPC icon
139
Genuine Parts
GPC
$13.5B
$323K 0.11%
3,059
-548
DIS icon
140
Walt Disney
DIS
$171B
$323K 0.11%
3,351
-438
WCC
141
WESCO International
WCC
$16.3B
$318K 0.11%
+1,163
L icon
142
Loews
L
$22.2B
$317K 0.11%
2,971
COP icon
143
ConocoPhillips
COP
$146B
$314K 0.1%
2,376
+181
PKG icon
144
Packaging Corp of America
PKG
$19.3B
$311K 0.1%
1,466
-821
SYF icon
145
Synchrony
SYF
$23.4B
$309K 0.1%
4,543
+35
IBDU icon
146
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.86B
$306K 0.1%
+13,150
SCHB icon
147
Schwab US Broad Market ETF
SCHB
$41.6B
$306K 0.1%
12,175
+1,183
IBDS icon
148
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.78B
$305K 0.1%
+12,580
HON icon
149
Honeywell
HON
$130B
$303K 0.1%
1,342
-491
GWW icon
150
W.W. Grainger
GWW
$62.2B
$303K 0.1%
278
4 5
6
7 8