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
301
$25.1K 0.01%
408
-5,195
302
$24.4K 0.01%
100
303
$23.9K 0.01%
330
-35
304
$23.4K 0.01%
+170
305
$23.1K 0.01%
286
306
$22.8K 0.01%
662
307
$22.6K 0.01%
1,950
-306
308
$22.6K 0.01%
500
309
$22.4K 0.01%
90
+15
310
$22.1K 0.01%
250
+10
311
$21.7K 0.01%
190
+35
312
$21.5K 0.01%
1,650
313
$21.5K 0.01%
1,460
+30
314
$21.3K 0.01%
255
+25
315
$21.1K 0.01%
845
+90
316
$21.1K 0.01%
112
-18
317
$21K 0.01%
861
318
$20.4K 0.01%
103
319
$19.9K 0.01%
500
320
$19.5K 0.01%
120
321
$19.3K 0.01%
180
+25
322
$18.7K 0.01%
425
323
$18.6K 0.01%
66
324
$17.7K 0.01%
700
325
$17.7K 0.01%
93
11 12
13
14 15