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
$268M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$2.11M
3
+$2.04M
4
T icon
AT&T
T
+$1.98M
5
GPC icon
Genuine Parts
GPC
+$1.89M

Top Sells

1
+$2.27M
2
+$2.18M
3
+$1.97M
4
GIS icon
General Mills
GIS
+$1.93M
5
KO icon
Coca-Cola
KO
+$1.92M

Sector Composition

1 Financials 21.65%
2 Technology 11.87%
3 Healthcare 7.19%
4 Consumer Discretionary 6.47%
5 Consumer Staples 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$126K 0.05%
2,111
227
$125K 0.05%
691
-20
228
$123K 0.05%
394
-15
229
$122K 0.05%
332
230
$120K 0.04%
745
231
$120K 0.04%
5,800
232
$118K 0.04%
1,852
-55
233
$118K 0.04%
188
+15
234
$116K 0.04%
2,110
235
$114K 0.04%
4,405
-115
236
$113K 0.04%
468
+19
237
$113K 0.04%
444
-2
238
$113K 0.04%
17,178
+821
239
$112K 0.04%
1,163
+134
240
$112K 0.04%
5,500
241
$108K 0.04%
5,500
242
$107K 0.04%
380
+145
243
$107K 0.04%
5,500
244
$107K 0.04%
925
-5
245
$107K 0.04%
2,622
-60
246
$106K 0.04%
320
-5
247
$106K 0.04%
2,287
+36
248
$105K 0.04%
212
+23
249
$105K 0.04%
586
+42
250
$105K 0.04%
2,698
8 9
10
11 12