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
326
$16.8K 0.01%
200
327
$16.5K 0.01%
1,550
328
$16.4K 0.01%
400
329
$15.9K 0.01%
311
330
$15.5K 0.01%
207
331
$15.1K 0.01%
785
332
$14.1K 0.01%
380
333
$13.9K 0.01%
600
334
$13K 0.01%
600
335
$12.7K 0.01%
575
336
$11.9K ﹤0.01%
259
-62
337
$11.4K ﹤0.01%
115
338
$11K ﹤0.01%
380
339
$9.66K ﹤0.01%
110
340
$9.63K ﹤0.01%
800
341
$9.5K ﹤0.01%
117
-1,438
342
$8.64K ﹤0.01%
150
343
$7.5K ﹤0.01%
142
-3,422
344
$7.48K ﹤0.01%
401
345
$7.14K ﹤0.01%
28
346
$6.84K ﹤0.01%
25
347
$6.63K ﹤0.01%
85
-700
348
$6.06K ﹤0.01%
48
-1,480
349
$5.97K ﹤0.01%
100
350
$3.47K ﹤0.01%
37
12 13
14
15 16