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
$92.9M
AUM Growth
-$7.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$1.1M
3
+$901K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$541K
5
VTV icon
Vanguard Value ETF
VTV
+$491K

Top Sells

1
+$490K
2
+$252K
3
+$232K
4
ALGN icon
Align Technology
ALGN
+$222K
5
LOW icon
Lowe's Companies
LOW
+$190K

Sector Composition

1 Financials 21.11%
2 Technology 12.18%
3 Industrials 9.59%
4 Healthcare 9.26%
5 Utilities 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
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252
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260
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261
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-19,926
7 8 9 10
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