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
301
$41.7K 0.02%
357
302
$41K 0.02%
600
303
$40.7K 0.02%
588
-250
304
$40K 0.02%
582
305
$39.8K 0.02%
+1,000
306
$38.5K 0.02%
672
-2,689
307
$38.4K 0.01%
2,550
308
$37.2K 0.01%
+160
309
$35K 0.01%
+1,788
310
$31.1K 0.01%
190
311
$29.2K 0.01%
1,000
312
$28.6K 0.01%
+354
313
$28.6K 0.01%
213
314
$27.8K 0.01%
300
315
$25.8K 0.01%
100
316
$24.3K 0.01%
1,950
317
$23.9K 0.01%
845
318
$23.5K 0.01%
205
+25
319
$22.7K 0.01%
662
320
$22.6K 0.01%
408
321
$22.6K 0.01%
230
-20
322
$22.4K 0.01%
255
323
$22.3K 0.01%
1,370
-90
324
$22K 0.01%
160
-10
325
$21.7K 0.01%
500
11 12
13
14 15