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
$103M
AUM Growth
+$7.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$479K
3
+$178K
4
MET icon
MetLife
MET
+$167K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$146K

Top Sells

1
+$1.37M
2
+$903K
3
+$460K
4
VB icon
Vanguard Small-Cap ETF
VB
+$451K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$389K

Sector Composition

1 Financials 28.11%
2 Technology 11.67%
3 Healthcare 9.61%
4 Industrials 9.08%
5 Consumer Discretionary 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$14.8K 0.01%
+400
227
$14.1K 0.01%
505
-135
228
$13.7K 0.01%
225
229
$12.3K 0.01%
165
230
$11.8K 0.01%
492
231
$11.8K 0.01%
75
232
$11.6K 0.01%
213
233
$11.4K 0.01%
101
234
$10.9K 0.01%
20
235
$10.4K 0.01%
55
236
$10.1K 0.01%
60
237
$9.99K 0.01%
96
238
$9.33K 0.01%
200
239
$8.69K 0.01%
190
240
$8.43K 0.01%
401
241
$8.2K 0.01%
15
242
$7.55K 0.01%
90
243
$6.57K 0.01%
31
244
$6.46K 0.01%
79
245
$4.54K ﹤0.01%
80
246
$2.37K ﹤0.01%
7
247
$2.36K ﹤0.01%
16
248
$1.61K ﹤0.01%
145
-24
249
$1.44K ﹤0.01%
152
-117
250
$895 ﹤0.01%
13
8 9
10
11 12