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
326
$32.5K 0.01%
672
327
$32.5K 0.01%
640
+498
328
$32.5K 0.01%
190
329
$31K 0.01%
300
330
$30.7K 0.01%
+66
331
$30.2K 0.01%
+1,390
332
$27.5K 0.01%
189
+54
333
$26.8K 0.01%
+319
334
$26.7K 0.01%
+649
335
$25.8K 0.01%
+55
336
$25.5K 0.01%
+103
337
$24.5K 0.01%
+30
338
$23.8K 0.01%
213
+165
339
$23.6K 0.01%
264
+34
340
$23.5K 0.01%
408
341
$23.4K 0.01%
100
342
$23K 0.01%
500
343
$22.9K 0.01%
94
+69
344
$21.9K 0.01%
500
345
$21.6K 0.01%
160
346
$21.2K 0.01%
662
347
$20.8K 0.01%
295
+85
348
$20.6K 0.01%
1,370
349
$20.4K 0.01%
+59
350
$20.1K 0.01%
85
12 13
14
15 16