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
$268M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$2.11M
3
+$2.04M
4
T icon
AT&T
T
+$1.98M
5
GPC icon
Genuine Parts
GPC
+$1.89M

Top Sells

1
+$2.27M
2
+$2.18M
3
+$1.97M
4
GIS icon
General Mills
GIS
+$1.93M
5
KO icon
Coca-Cola
KO
+$1.92M

Sector Composition

1 Financials 21.65%
2 Technology 11.87%
3 Healthcare 7.19%
4 Consumer Discretionary 6.47%
5 Consumer Staples 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$104K 0.04%
4,756
-598
252
$103K 0.04%
4,800
253
$103K 0.04%
622
254
$103K 0.04%
602
+272
255
$102K 0.04%
701
-230
256
$102K 0.04%
5,500
257
$101K 0.04%
1,228
-30
258
$101K 0.04%
1,603
+123
259
$101K 0.04%
3,600
260
$100K 0.04%
528
+22
261
$99.6K 0.04%
892
+532
262
$99.1K 0.04%
1,989
-450
263
$98.9K 0.04%
387
264
$98.1K 0.04%
1,282
265
$97.4K 0.04%
1,600
266
$97.1K 0.04%
529
267
$96.8K 0.04%
490
-151
268
$95.9K 0.04%
1,584
-65
269
$94.1K 0.04%
565
-15
270
$92.6K 0.03%
492
271
$91.2K 0.03%
5,500
272
$90.2K 0.03%
652
-25
273
$89.3K 0.03%
1,107
274
$82.7K 0.03%
1,664
275
$82.1K 0.03%
1,475
9 10
11
12 13