Portfolio (Quarterly)
Guide ↗
United Community Bank
· CIK 0002000314| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | LAZ | LAZARD INC COM | Financial Services | 295 | $16K | 0.01% | SOLD |
| 62 | BND | VANGUARD TOTAL BOND MARKET ETF | — | 207 | $15K | 0.01% | SOLD |
| 63 | SWK | STANLEY BLACK & DECKER INC | Industrials | 197 | $15K | 0.01% | SOLD |
| 64 | MC | MOELIS & CO CLASS CL A | Financial Services | 205 | $15K | 0.01% | SOLD |
| 65 | VMBS | VANGUARD MORTGAGE BACKED SECURITIES ETF | — | 303 | $14K | 0.00% | SOLD |
| 66 | FMC | FMC CORP | Basic Materials | 421 | $14K | 0.00% | SOLD |
| 67 | CNA | CNA FINANCIAL CORP | Financial Services | 303 | $14K | 0.00% | SOLD |
| 68 | SKT | TANGER INC COM | Real Estate | 355 | $12K | 0.00% | SOLD |
| 69 | SMG | SCOTTS MIRACLE GRO CO CL A | Basic Materials | 206 | $12K | 0.00% | SOLD |
| 70 | DAR | DARLING INGREDIENTS INC | Consumer Defensive | 380 | $12K | 0.00% | SOLD |
| 71 | APOS | APOLLO GLOBAL MGMT INC COM | Financial Services | 84 | $11K | 0.00% | SOLD |
| 72 | IUSG | ISHARES CORE S&P U.S. GROWTH ETF | — | 55 | $9K | 0.00% | SOLD |
| 73 | NVO | NOVO NORDISK A/S CL B ADR | Healthcare | 154 | $9K | 0.00% | SOLD |
| 74 | XENE | XENON PHARMACEUTICALS INC COM | Healthcare | 200 | $8K | 0.00% | SOLD |
| 75 | BHK | BLACKROCK CORE BOND TRUST SHS BEN INT | Financial Services | 800 | $8K | 0.00% | SOLD |
| 76 | IGLB | ISHARES TR 10 PLUS YR INVST GRD | — | 153 | $8K | 0.00% | SOLD |
| 77 | — | CNH INDL N V SHS COM | — | 701 | $8K | 0.00% | SOLD |
| 78 | CRUS | CIRRUS LOGIC INC | Technology | 51 | $6K | 0.00% | SOLD |
| 79 | GVI | ISHARES TR INTRM GOV CR ETF | — | 47 | $5K | 0.00% | SOLD |
| 80 | HWM | HOWMET AEROSPACE INC COM | Industrials | 25 | $5K | 0.00% | SOLD |
Sector Allocation
Financial Services
29.4%
Technology
20.5%
Healthcare
9.3%
Consumer Cyclical
7.7%
Communication Services
7.4%
Consumer Defensive
7.1%
Industrials
7.0%
Energy
5.7%
Utilities
3.4%
Basic Materials
1.2%