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
$323M
AUM Growth
+$30.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
641
New
Increased
Reduced
Closed

Top Buys

1
+$2.58M
2
+$1.86M
3
+$1.77M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.71M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.4M

Top Sells

1
+$1.65M
2
+$1.61M
3
+$1.54M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$1.46M
5
MUB icon
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
IWR icon
126
iShares Russell Mid-Cap ETF
IWR
$46.9B
$512K 0.16%
5,303
+2,002
FLEX icon
127
Flex
FLEX
$26.5B
$512K 0.16%
8,825
+1,145
VGT icon
128
Vanguard Information Technology ETF
VGT
$115B
$511K 0.16%
685
ELV icon
129
Elevance Health
ELV
$80.2B
$501K 0.16%
1,551
-29
NFLX icon
130
Netflix
NFLX
$400B
$500K 0.15%
4,170
+700
SYK icon
131
Stryker
SYK
$135B
$498K 0.15%
1,348
+73
IBDQ icon
132
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$2.46B
$482K 0.15%
19,133
-400
MCK icon
133
McKesson
MCK
$100B
$464K 0.14%
601
+213
INTU icon
134
Intuit
INTU
$188B
$455K 0.14%
666
+53
ADSK icon
135
Autodesk
ADSK
$64B
$455K 0.14%
1,431
-14
PEP icon
136
PepsiCo
PEP
$203B
$454K 0.14%
3,233
+1,745
SHW icon
137
Sherwin-Williams
SHW
$81.3B
$450K 0.14%
1,299
+172
SHEL icon
138
Shell
SHEL
$208B
$441K 0.14%
6,170
+1,495
TSLA icon
139
Tesla
TSLA
$1.49T
$428K 0.13%
962
+137
DAL icon
140
Delta Air Lines
DAL
$45.7B
$416K 0.13%
7,337
+2,152
HON icon
141
Honeywell
HON
$123B
$403K 0.12%
1,914
+191
RIO icon
142
Rio Tinto
RIO
$125B
$401K 0.12%
6,068
+3,818
PAYX icon
143
Paychex
PAYX
$41.3B
$400K 0.12%
3,158
+1,738
APD icon
144
Air Products & Chemicals
APD
$53.7B
$396K 0.12%
1,452
-38
CBRE icon
145
CBRE Group
CBRE
$47.7B
$392K 0.12%
2,488
-931
NOW icon
146
ServiceNow
NOW
$181B
$387K 0.12%
421
+32
APP icon
147
Applovin
APP
$242B
$387K 0.12%
539
-665
NRG icon
148
NRG Energy
NRG
$32.4B
$384K 0.12%
2,372
+130
SO icon
149
Southern Company
SO
$93.1B
$383K 0.12%
4,039
+9
ABNB icon
150
Airbnb
ABNB
$77.2B
$380K 0.12%
3,129
-27
4 5
6
7 8