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
176
$205K 0.08%
2,797
+38
177
$204K 0.08%
809
+525
178
$203K 0.08%
812
-4,598
179
$202K 0.08%
376
+65
180
$199K 0.08%
785
-19
181
$197K 0.08%
803
+179
182
$193K 0.08%
190
+85
183
$190K 0.07%
1,245
-9,766
184
$189K 0.07%
1,530
185
$188K 0.07%
2,001
+16
186
$186K 0.07%
1,057
-27
187
$185K 0.07%
728
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188
$183K 0.07%
4,700
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189
$183K 0.07%
3,032
+24
190
$183K 0.07%
2,367
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191
$182K 0.07%
3,130
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192
$181K 0.07%
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193
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194
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1,164
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195
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409
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196
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2,290
197
$179K 0.07%
3,564
-500
198
$178K 0.07%
3,550
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199
$177K 0.07%
1,075
-45
200
$176K 0.07%
6,246
+35
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8
9 10