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
276
$71.4K 0.03%
1,020
277
$71.1K 0.03%
4,066
-115
278
$70K 0.03%
541
+179
279
$69.1K 0.03%
+1,927
280
$68.4K 0.03%
96
281
$66.2K 0.03%
+1,013
282
$61.9K 0.02%
3,085
283
$60.5K 0.02%
1,865
284
$55.9K 0.02%
+330
285
$55.3K 0.02%
703
-85
286
$53.5K 0.02%
600
-17,709
287
$53.2K 0.02%
1,425
288
$52.3K 0.02%
525
289
$51.6K 0.02%
1,180
290
$51.6K 0.02%
1,884
291
$51.2K 0.02%
+2,200
292
$49.3K 0.02%
+2,200
293
$48.6K 0.02%
252
-515
294
$47.6K 0.02%
637
+520
295
$44.8K 0.02%
273
296
$43.9K 0.02%
1,825
-1,000
297
$43.5K 0.02%
449
298
$42.7K 0.02%
+800
299
$42.7K 0.02%
360
-15,258
300
$42.1K 0.02%
637
10 11
12
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