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
$95.8M
AUM Growth
+$2.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$6.16M
2
+$232K
3
+$126K
4
LLY icon
Eli Lilly
LLY
+$110K
5
MA icon
Mastercard
MA
+$104K

Top Sells

1
+$143K
2
+$84.1K
3
+$66.5K
4
IFRA icon
iShares US Infrastructure ETF
IFRA
+$61.2K
5
MCHI icon
iShares MSCI China ETF
MCHI
+$60.6K

Sector Composition

1 Financials 26.28%
2 Technology 11.5%
3 Industrials 8.92%
4 Healthcare 8.88%
5 Utilities 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$10.3K 0.01%
101
227
$10.1K 0.01%
+213
228
$9.42K 0.01%
55
229
$9.41K 0.01%
20
230
$9.34K 0.01%
200
231
$8.29K 0.01%
+206
232
$7.92K 0.01%
315
233
$7.75K 0.01%
+96
234
$7.57K 0.01%
190
235
$7.31K 0.01%
401
236
$7.02K 0.01%
90
237
$6.66K 0.01%
31
238
$6.56K 0.01%
+170
239
$6.23K 0.01%
15
240
$4.83K 0.01%
79
241
$4.76K 0.01%
80
242
$3.91K ﹤0.01%
+43
243
$3.09K ﹤0.01%
+269
244
$2.68K ﹤0.01%
+25
245
$2.68K ﹤0.01%
+61
246
$2.16K ﹤0.01%
+16
247
$2.12K ﹤0.01%
7
248
$1.48K ﹤0.01%
13
249
$1.44K ﹤0.01%
169
+24
250
$842 ﹤0.01%
+36
7 8 9
10
11