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
126
$344K 0.13%
1,420
+35
127
$341K 0.13%
14,779
+5,739
128
$337K 0.13%
4,580
-215
129
$328K 0.13%
916
+290
130
$322K 0.13%
2,599
-332
131
$320K 0.12%
1,714
-109
132
$316K 0.12%
3,747
-373
133
$314K 0.12%
1,531
+931
134
$310K 0.12%
3,681
135
$308K 0.12%
1,806
+76
136
$307K 0.12%
3,510
-40
137
$306K 0.12%
3,102
+1,351
138
$300K 0.12%
3,076
+40
139
$296K 0.11%
3,297
-3
140
$295K 0.11%
3,190
141
$289K 0.11%
4,881
+1,249
142
$287K 0.11%
1,933
-17
143
$285K 0.11%
2,825
+762
144
$283K 0.11%
1,752
-6
145
$283K 0.11%
4,043
146
$274K 0.11%
3,040
147
$272K 0.11%
390
+15
148
$272K 0.11%
4,298
+16
149
$270K 0.11%
3,050
-11,880
150
$266K 0.1%
1,598
4 5
6
7 8