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
326
$20.8K 0.01%
120
327
$20.7K 0.01%
130
-55
328
$20.6K 0.01%
662
329
$20.4K 0.01%
861
330
$20.3K 0.01%
+1,650
331
$19.5K 0.01%
286
+200
332
$18.8K 0.01%
1,430
333
$18.8K 0.01%
103
334
$18.4K 0.01%
425
335
$17.8K 0.01%
240
336
$17.6K 0.01%
66
337
$17.5K 0.01%
230
338
$17.4K 0.01%
+700
339
$17.3K 0.01%
755
340
$17K 0.01%
500
-500
341
$16.5K 0.01%
93
342
$16.1K 0.01%
155
343
$16.1K 0.01%
1,550
344
$16.1K 0.01%
75
345
$15.8K 0.01%
155
346
$15.6K 0.01%
+785
347
$15.3K 0.01%
15
348
$14.9K 0.01%
207
-88
349
$14.5K 0.01%
311
350
$14.3K 0.01%
400
12 13
14
15 16