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
$256M
AUM Growth
+$8.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$3.37M
3
+$2.3M
4
CVX icon
Chevron
CVX
+$2.02M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.94M

Top Sells

1
+$3.38M
2
+$2.98M
3
+$2.23M
4
NVDA icon
NVIDIA
NVDA
+$1.57M
5
COMT icon
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
+$1.23M

Sector Composition

1 Financials 19.37%
2 Technology 12.33%
3 Healthcare 6.63%
4 Consumer Discretionary 6.2%
5 Consumer Staples 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$130K 0.05%
1,459
-380
227
$129K 0.05%
711
-240
228
$128K 0.05%
641
-30
229
$127K 0.05%
956
-50
230
$124K 0.05%
+330
231
$120K 0.05%
2,639
232
$119K 0.05%
744
+30
233
$118K 0.05%
1,663
234
$117K 0.05%
189
-19
235
$116K 0.05%
16,357
+418
236
$114K 0.04%
1,278
-283
237
$114K 0.04%
838
-907
238
$114K 0.04%
1,907
-244
239
$112K 0.04%
544
240
$112K 0.04%
422
-35
241
$110K 0.04%
387
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242
$109K 0.04%
1,649
-441
243
$108K 0.04%
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244
$107K 0.04%
2,316
245
$105K 0.04%
622
246
$102K 0.04%
580
+40
247
$101K 0.04%
96
-29
248
$98.9K 0.04%
1,282
-224
249
$97.6K 0.04%
454
+5
250
$96.3K 0.04%
2,698
-2,800
8 9
10
11 12