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
$99.9M
AUM Growth
-$131K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$261K
2
+$153K
3
+$147K
4
MDLZ icon
Mondelez International
MDLZ
+$136K
5
MMM icon
3M
MMM
+$101K

Top Sells

1
+$227K
2
+$188K
3
+$184K
4
PG icon
Procter & Gamble
PG
+$135K
5
CERN
Cerner Corp
CERN
+$79.9K

Sector Composition

1 Financials 22.54%
2 Technology 13.14%
3 Industrials 9.99%
4 Healthcare 8.8%
5 Communication Services 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$12K 0.01%
+65
227
$11.2K 0.01%
+65
228
$11.2K 0.01%
+310
229
$11.1K 0.01%
60
230
$10.2K 0.01%
200
231
$10K 0.01%
15
232
$9.6K 0.01%
55
233
$9.05K 0.01%
401
234
$8.94K 0.01%
20
235
$8.54K 0.01%
190
236
$8.27K 0.01%
80
237
$7.94K 0.01%
90
238
$7.79K 0.01%
31
239
$6.54K 0.01%
79
240
$3.82K ﹤0.01%
7
241
$2.93K ﹤0.01%
13
242
$1.58K ﹤0.01%
145
-3,278
243
$256 ﹤0.01%
100
244
$251 ﹤0.01%
+5
245
– –
-5,236
246
– –
-1,340
247
– –
-860
248
– –
-1,318
249
– –
-382
250
– –
-836
7 8 9
10
11