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
276
$61.7K 0.02%
1,865
277
$57K 0.02%
1,884
278
$56K 0.02%
525
279
$55.1K 0.02%
1,425
280
$53K 0.02%
1,180
281
$51.3K 0.02%
500
282
$49.9K 0.02%
357
283
$48.9K 0.02%
2,039
284
$48.3K 0.02%
600
285
$47.9K 0.02%
362
286
$45.5K 0.02%
273
287
$44.5K 0.02%
375
-240
288
$44.4K 0.02%
637
289
$40.6K 0.02%
449
-60
290
$38K 0.01%
1,000
-100
291
$37.9K 0.01%
2,550
292
$37.2K 0.01%
582
293
$35.1K 0.01%
250
294
$33.1K 0.01%
190
295
$33K 0.01%
344
-1,600
296
$31.3K 0.01%
277
-26,345
297
$31.2K 0.01%
300
298
$29.8K 0.01%
213
299
$25.5K 0.01%
265
300
$25.3K 0.01%
1,075
10 11
12
13 14