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
FNV icon
176
Franco-Nevada
FNV
$41.5B
$282K 0.09%
1,265
+145
WFC icon
177
Wells Fargo
WFC
$291B
$275K 0.09%
3,278
+485
L icon
178
Loews
L
$21.6B
$272K 0.08%
2,711
+416
MAR icon
179
Marriott International
MAR
$80.2B
$271K 0.08%
1,041
+98
UL icon
180
Unilever
UL
$142B
$269K 0.08%
4,537
+662
IVZ icon
181
Invesco
IVZ
$11.7B
$268K 0.08%
11,698
+7,518
KKR icon
182
KKR & Co
KKR
$122B
$268K 0.08%
2,064
+1,129
COP icon
183
ConocoPhillips
COP
$118B
$268K 0.08%
2,834
+206
TTD icon
184
Trade Desk
TTD
$17.7B
$262K 0.08%
5,355
+2,190
USMV icon
185
iShares MSCI USA Min Vol Factor ETF
USMV
$22.7B
$262K 0.08%
+2,750
IBTK icon
186
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
$601M
$260K 0.08%
13,060
IBTI icon
187
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.28B
$258K 0.08%
11,520
IBTG icon
188
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.21B
$256K 0.08%
11,170
CI icon
189
Cigna
CI
$73.4B
$256K 0.08%
888
+49
SCHB icon
190
Schwab US Broad Market ETF
SCHB
$38B
$252K 0.08%
9,816
+5,016
EBAY icon
191
eBay
EBAY
$38.6B
$252K 0.08%
2,769
+70
CL icon
192
Colgate-Palmolive
CL
$63.1B
$246K 0.08%
3,076
+36
GD icon
193
General Dynamics
GD
$91.2B
$242K 0.08%
711
+22
VCSH icon
194
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.9B
$241K 0.07%
3,019
+700
PRI icon
195
Primerica
PRI
$8.24B
$238K 0.07%
859
+144
DKS icon
196
Dick's Sporting Goods
DKS
$19.2B
$234K 0.07%
1,055
+140
KLAC icon
197
KLA
KLAC
$157B
$232K 0.07%
215
-121
ECL icon
198
Ecolab
ECL
$74.7B
$229K 0.07%
838
-2
HPQ icon
199
HP
HPQ
$22.7B
$229K 0.07%
8,412
-60,757
IUSB icon
200
iShares Core Universal USD Bond ETF
IUSB
$33.7B
$227K 0.07%
+4,866
6 7
8
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