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
$217M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Sector Composition

1 Technology 18.69%
2 Financials 10.27%
3 Consumer Discretionary 7.77%
4 Consumer Staples 7.35%
5 Healthcare 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$177K 0.08%
+16,571
102
$93.7K 0.04%
14,400
103
$8.39K ﹤0.01%
1,200
104
-4,027