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
301
$43.7K 0.02%
362
302
$43.6K 0.02%
509
303
$41.6K 0.02%
273
304
$38.6K 0.02%
100
305
$37.8K 0.02%
600
306
$36.8K 0.01%
+1,100
307
$36K 0.01%
+109
308
$35.7K 0.01%
+2,550
309
$33.7K 0.01%
582
310
$33.7K 0.01%
+637
311
$32.7K 0.01%
250
-250
312
$31.2K 0.01%
+100
313
$31.2K 0.01%
1,100
314
$28.9K 0.01%
90
315
$28.9K 0.01%
300
316
$28.2K 0.01%
213
317
$28.1K 0.01%
190
318
$28K 0.01%
160
319
$27.1K 0.01%
50
320
$24.4K 0.01%
1,075
+35
321
$24K 0.01%
2,256
-2,160
322
$23.4K 0.01%
265
323
$22.4K 0.01%
100
324
$21.5K 0.01%
+500
325
$21.4K 0.01%
365
11 12
13
14 15