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
301
$53.7K 0.02%
2,888
+1,100
302
$53.6K 0.02%
525
303
$53.6K 0.02%
1,425
304
$52.2K 0.02%
252
305
$52K 0.02%
+105
306
$51K 0.02%
2,200
307
$50.3K 0.02%
+370
308
$49.3K 0.02%
186
+26
309
$49.3K 0.02%
2,200
310
$48.4K 0.02%
637
311
$47.7K 0.02%
631
+375
312
$47.4K 0.02%
2,085
-1,000
313
$46.4K 0.02%
800
314
$46.1K 0.02%
727
+127
315
$44.3K 0.02%
334
+144
316
$41.6K 0.02%
509
-194
317
$41.2K 0.02%
273
318
$41.1K 0.02%
1,000
319
$40.5K 0.02%
582
320
$39.2K 0.01%
196
+84
321
$37.5K 0.01%
+162
322
$37K 0.01%
2,550
323
$34.2K 0.01%
1,000
324
$33.4K 0.01%
588
325
$33.3K 0.01%
+61
11 12
13
14 15