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
201
$168K 0.07%
6,094
+10
202
$166K 0.06%
630
-15
203
$162K 0.06%
+390
204
$160K 0.06%
588
+75
205
$157K 0.06%
2,156
+2
206
$157K 0.06%
1,203
+1,102
207
$155K 0.06%
13,077
-171
208
$155K 0.06%
215
-10
209
$154K 0.06%
594
+85
210
$153K 0.06%
8,705
-48,454
211
$152K 0.06%
200
-5
212
$151K 0.06%
340
213
$151K 0.06%
1,026
-26
214
$149K 0.06%
506
+95
215
$149K 0.06%
1,869
+640
216
$148K 0.06%
1,171
-733
217
$145K 0.06%
710
218
$143K 0.06%
+6,530
219
$143K 0.06%
983
+61
220
$141K 0.05%
1,839
221
$138K 0.05%
1,434
+54
222
$138K 0.05%
931
-660
223
$135K 0.05%
1,600
224
$128K 0.05%
2,181
+160
225
$128K 0.05%
2,009
+14
7 8
9
10 11