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
$257M
AUM Growth
+$758K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
421
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$1.85M
3
+$1.8M
4
HPQ icon
HP
HPQ
+$1.63M
5
TROW icon
T. Rowe Price
TROW
+$1.61M

Top Sells

1
+$1.84M
2
+$1.81M
3
+$1.68M
4
ED icon
Consolidated Edison
ED
+$1.58M
5
LYB icon
LyondellBasell Industries
LYB
+$1.14M

Sector Composition

1 Financials 19.75%
2 Technology 13.54%
3 Consumer Discretionary 7.15%
4 Consumer Staples 6.48%
5 Healthcare 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$99.4K 0.04%
422
252
$99.4K 0.04%
260
253
$98.6K 0.04%
1,282
254
$98.6K 0.04%
785
+10
255
$98.4K 0.04%
+3,600
256
$98.3K 0.04%
189
257
$97.6K 0.04%
830
+240
258
$97.2K 0.04%
1,029
259
$97K 0.04%
2,698
260
$94.6K 0.04%
1,608
-55
261
$91.1K 0.04%
+492
262
$90.8K 0.04%
235
263
$90K 0.04%
+5,500
264
$86.5K 0.03%
1,107
+1,070
265
$85.1K 0.03%
+2,530
266
$84.3K 0.03%
1,480
-355
267
$81.7K 0.03%
677
268
$81K 0.03%
+1,370
269
$79.9K 0.03%
1,475
270
$78.2K 0.03%
925
+150
271
$77.1K 0.03%
2,400
272
$75.8K 0.03%
1,450
-117
273
$74.5K 0.03%
1,664
274
$73.5K 0.03%
720
275
$71.9K 0.03%
2,648
9 10
11
12 13