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
$257M
AUM Growth
+$758K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
421
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$1.85M
3
+$1.8M
4
HPQ icon
HP
HPQ
+$1.63M
5
TROW icon
T. Rowe Price
TROW
+$1.61M

Top Sells

1
+$1.84M
2
+$1.81M
3
+$1.68M
4
ED icon
Consolidated Edison
ED
+$1.58M
5
LYB icon
LyondellBasell Industries
LYB
+$1.14M

Sector Composition

1 Financials 19.75%
2 Technology 13.54%
3 Consumer Discretionary 7.15%
4 Consumer Staples 6.48%
5 Healthcare 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$119K 0.05%
+2,110
227
$118K 0.05%
726
-5
228
$118K 0.05%
2,439
-200
229
$117K 0.05%
529
230
$115K 0.04%
5,354
-823
231
$114K 0.04%
1,649
232
$114K 0.04%
16,357
233
$114K 0.04%
2,251
-65
234
$111K 0.04%
387
235
$111K 0.04%
+5,500
236
$110K 0.04%
1,439
-20
237
$110K 0.04%
1,907
238
$109K 0.04%
1,600
239
$109K 0.04%
+4,800
240
$107K 0.04%
+423
241
$107K 0.04%
+5,500
242
$107K 0.04%
622
243
$107K 0.04%
+5,500
244
$106K 0.04%
1,258
-20
245
$106K 0.04%
+2,405
246
$105K 0.04%
506
+125
247
$105K 0.04%
580
248
$102K 0.04%
544
249
$102K 0.04%
449
-5
250
$101K 0.04%
+5,500
8 9
10
11 12