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
$204M
AUM Growth
+$90.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$9.6M
2
+$4.8M
3
+$4.79M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$4.03M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.94M

Top Sells

1
+$165K
2
+$158K
3
+$128K
4
COST icon
Costco
COST
+$100K
5
TTD icon
Trade Desk
TTD
+$95.3K

Sector Composition

1 Financials 18.33%
2 Technology 10.8%
3 Healthcare 6.9%
4 Industrials 6.71%
5 Consumer Discretionary 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$63.6K 0.03%
+2,995
252
$61.3K 0.03%
1,325
253
$58.8K 0.03%
+221
254
$58.8K 0.03%
+2,648
255
$58K 0.03%
245
256
$57.3K 0.03%
+1,400
257
$56.8K 0.03%
215
258
$56K 0.03%
+3,500
259
$54.8K 0.03%
570
260
$52.8K 0.03%
+775
261
$52.4K 0.03%
+580
262
$51.2K 0.03%
535
+25
263
$49.7K 0.02%
376
264
$47.9K 0.02%
+1,884
265
$45.5K 0.02%
+5,035
266
$44.2K 0.02%
+480
267
$44.1K 0.02%
+561
268
$43K 0.02%
+1,147
269
$41.6K 0.02%
+600
270
$40.2K 0.02%
693
-200
271
$39.9K 0.02%
100
-98
272
$38.6K 0.02%
950
+50
273
$38.3K 0.02%
200
274
$37.8K 0.02%
362
275
$37K 0.02%
273
9 10
11
12 13