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
$248M
AUM Growth
-$9.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.72M
3
+$1.24M
4
ADP icon
Automatic Data Processing
ADP
+$1.06M
5
DOW icon
Dow Inc
DOW
+$1.04M

Top Sells

1
+$5.72M
2
+$2.42M
3
+$1.95M
4
VZ icon
Verizon
VZ
+$1.94M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.55M

Sector Composition

1 Financials 18.47%
2 Technology 13.42%
3 Industrials 6.39%
4 Healthcare 6.24%
5 Consumer Discretionary 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$136K 0.05%
931
227
$135K 0.05%
150
-40
228
$133K 0.05%
524
-70
229
$131K 0.05%
125
230
$131K 0.05%
3,148
-250
231
$128K 0.05%
461
-45
232
$127K 0.05%
1,006
-20
233
$127K 0.05%
2,090
+350
234
$126K 0.05%
475
235
$123K 0.05%
558
-170
236
$123K 0.05%
2,151
-30
237
$122K 0.05%
+767
238
$122K 0.05%
671
239
$120K 0.05%
1,497
+199
240
$118K 0.05%
1,555
+211
241
$117K 0.05%
457
-15
242
$115K 0.05%
714
-12
243
$115K 0.05%
1,561
-55
244
$115K 0.05%
208
+5
245
$113K 0.05%
1,320
-114
246
$111K 0.05%
424
247
$110K 0.04%
1,663
-346
248
$110K 0.04%
1,365
-35
249
$108K 0.04%
2,639
250
$108K 0.04%
15,939
+15,550
8 9
10
11 12