UBG

United Bank (Georgia) Portfolio holdings

AUM $288M
1-Year Est. Return 15.95%
This Quarter Est. Return
1 Year Est. Return
+15.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$117M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$6.69M
2 +$693K
3 +$566K
4
BMY icon
Bristol-Myers Squibb
BMY
+$476K
5
CCL icon
Carnival Corp
CCL
+$465K

Top Sells

1 +$1.31M
2 +$960K
3 +$463K
4
JPM icon
JPMorgan Chase
JPM
+$348K
5
BND icon
Vanguard Total Bond Market
BND
+$317K

Sector Composition

1 Healthcare 10.7%
2 Financials 10.37%
3 Technology 8.45%
4 Consumer Staples 8.43%
5 Communication Services 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,963