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
$248M
AUM Growth
-$9.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.72M
3
+$1.24M
4
ADP icon
Automatic Data Processing
ADP
+$1.06M
5
DOW icon
Dow Inc
DOW
+$1.04M

Top Sells

1
+$5.72M
2
+$2.42M
3
+$1.95M
4
VZ icon
Verizon
VZ
+$1.94M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.55M

Sector Composition

1 Financials 18.47%
2 Technology 13.42%
3 Industrials 6.39%
4 Healthcare 6.24%
5 Consumer Discretionary 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$107K 0.04%
+1,200
252
$106K 0.04%
544
253
$104K 0.04%
3,980
-135
254
$104K 0.04%
2,316
-166
255
$104K 0.04%
1,600
256
$103K 0.04%
160
-55
257
$102K 0.04%
1,506
258
$99K 0.04%
1,835
259
$98.1K 0.04%
+645
260
$97.7K 0.04%
1,919
-188
261
$94.4K 0.04%
622
+322
262
$93.5K 0.04%
3,030
+44
263
$92.7K 0.04%
540
-25
264
$92K 0.04%
4,292
+415
265
$89.9K 0.04%
7,431
-7,348
266
$88.7K 0.04%
3,500
267
$88.5K 0.04%
449
-10
268
$88.1K 0.04%
295
-10
269
$86.3K 0.03%
4,450
270
$81.6K 0.03%
1,475
271
$81.3K 0.03%
732
272
$80.6K 0.03%
221
273
$77.8K 0.03%
1,050
+30
274
$73.8K 0.03%
775
275
$72.1K 0.03%
+1,583
9 10
11
12 13