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
$106M
AUM Growth
+$2.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$438K
2
+$179K
3
+$150K
4
PG icon
Procter & Gamble
PG
+$126K
5
LNTH icon
Lantheus
LNTH
+$119K

Top Sells

1
+$479K
2
+$222K
3
+$214K
4
AMGN icon
Amgen
AMGN
+$149K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$146K

Sector Composition

1 Financials 27.61%
2 Technology 12.48%
3 Industrials 9.26%
4 Healthcare 8.78%
5 Consumer Discretionary 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-635
252
– –
-1,000
253
– –
-5,320
254
– –
-400
255
– –
-1,925
7 8 9 10
11