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
276
$71.9K 0.03%
3,098
+78
277
$71.1K 0.03%
230
-10
278
$70.8K 0.03%
940
279
$69.9K 0.03%
590
280
$67.8K 0.03%
2,992
+89
281
$67.3K 0.03%
2,825
+1,825
282
$66.2K 0.03%
+1,020
283
$65.3K 0.03%
2,648
284
$64.2K 0.03%
2,076
285
$62.5K 0.03%
4,181
-3,435
286
$62.5K 0.03%
1,325
287
$62K 0.03%
1,029
288
$60.3K 0.02%
788
289
$60.1K 0.02%
615
290
$56K 0.02%
785
291
$55.4K 0.02%
600
292
$53.3K 0.02%
+1,180
293
$52.6K 0.02%
1,425
294
$52.1K 0.02%
1,884
295
$51.6K 0.02%
1,865
-4,229
296
$50.5K 0.02%
+525
297
$49.4K 0.02%
357
-807
298
$48.9K 0.02%
2,039
+43
299
$43.9K 0.02%
+1,500
300
$43.9K 0.02%
+500
10 11
12
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