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
$256M
AUM Growth
+$8.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$3.37M
3
+$2.3M
4
CVX icon
Chevron
CVX
+$2.02M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.94M

Top Sells

1
+$3.38M
2
+$2.98M
3
+$2.23M
4
NVDA icon
NVIDIA
NVDA
+$1.57M
5
COMT icon
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
+$1.23M

Sector Composition

1 Financials 19.37%
2 Technology 12.33%
3 Healthcare 6.63%
4 Consumer Discretionary 6.2%
5 Consumer Staples 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$91.4K 0.04%
381
+331
252
$90.3K 0.04%
1,475
253
$90K 0.04%
+2,400
254
$88.6K 0.03%
4,450
255
$87K 0.03%
235
+5
256
$86.9K 0.03%
677
-55
257
$84.5K 0.03%
775
+5
258
$83K 0.03%
221
259
$81.3K 0.03%
775
260
$80K 0.03%
1,567
-16
261
$80K 0.03%
1,664
-255
262
$79.8K 0.03%
1,029
263
$77.6K 0.03%
2,648
264
$75.9K 0.03%
2,076
265
$73.4K 0.03%
4,181
266
$73.3K 0.03%
590
267
$73.2K 0.03%
1,020
268
$72.6K 0.03%
3,098
269
$72.4K 0.03%
3,085
-8,912
270
$70.6K 0.03%
260
-35
271
$69.1K 0.03%
720
-5,100
272
$69K 0.03%
2,992
273
$68.6K 0.03%
2,825
274
$65.4K 0.03%
788
275
$63.8K 0.02%
1,325
9 10
11
12 13