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
276
$82.1K 0.03%
2,400
277
$81.1K 0.03%
412
-10
278
$80.2K 0.03%
1,370
279
$79.8K 0.03%
714
-20
280
$76.2K 0.03%
1,020
281
$76K 0.03%
2,648
282
$74.5K 0.03%
1,242
-208
283
$74.3K 0.03%
3,070
+1,245
284
$73.6K 0.03%
116
+20
285
$72.2K 0.03%
255
-5
286
$71.8K 0.03%
925
287
$69.2K 0.03%
1,013
288
$68.2K 0.03%
541
289
$68K 0.03%
2,055
+1,210
290
$67.7K 0.03%
907
-532
291
$67.3K 0.03%
1,865
292
$66.4K 0.02%
600
293
$65.3K 0.02%
720
294
$64.6K 0.02%
1,927
295
$63.4K 0.02%
4,178
+112
296
$61.2K 0.02%
250
-173
297
$59.7K 0.02%
+350
298
$58.4K 0.02%
1,884
299
$56.3K 0.02%
1,500
-905
300
$56K 0.02%
1,180
10 11
12
13 14