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
326
$21.6K 0.01%
286
327
$21.5K 0.01%
190
328
$20.8K 0.01%
1,650
329
$20.2K 0.01%
103
330
$19.9K 0.01%
85
-5
331
$19.3K 0.01%
181
-96
332
$18.9K 0.01%
+149
333
$18.8K 0.01%
135
+15
334
$18.7K 0.01%
112
335
$18K 0.01%
+256
336
$17.7K 0.01%
+294
337
$17.6K 0.01%
700
338
$17.2K 0.01%
425
339
$17K 0.01%
500
340
$16.8K 0.01%
300
-30
341
$16.7K 0.01%
66
342
$16.5K 0.01%
400
343
$16.3K 0.01%
785
344
$16.2K 0.01%
1,550
345
$15.9K 0.01%
311
346
$15.6K 0.01%
+135
347
$15.6K 0.01%
210
-15,412
348
$15.1K 0.01%
180
-85
349
$14.9K 0.01%
207
350
$14.5K 0.01%
200
12 13
14
15 16