UCB

United Community Bank Portfolio holdings

AUM $264M
1-Year Est. Return 17.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$100M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$7.46M
3
+$2.63M
4
PFE icon
Pfizer
PFE
+$2.06M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.01M

Top Sells

No sells this quarter

Sector Composition

1 Financials 20.08%
2 Technology 14.16%
3 Industrials 10%
4 Healthcare 9.16%
5 Communication Services 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$9.13K 0.01%
+190
227
$9.07K 0.01%
+31
228
$8.19K 0.01%
+90
229
$7.74K 0.01%
+20
230
$6.89K 0.01%
+79
231
$4.56K ﹤0.01%
+7
232
$4.26K ﹤0.01%
+13
233
$256 ﹤0.01%
+100
6 7 8 9
10