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
351
$14.3K 0.01%
55
352
$14K 0.01%
380
353
$13.7K 0.01%
321
354
$13.5K 0.01%
50
355
$13.3K 0.01%
200
-5
356
$12.8K 0.01%
380
357
$12.6K 0.01%
+600
358
$11.9K ﹤0.01%
600
359
$11.6K ﹤0.01%
+575
360
$10.7K ﹤0.01%
115
361
$10.1K ﹤0.01%
95
-95
362
$10K ﹤0.01%
110
363
$9.4K ﹤0.01%
150
364
$8.63K ﹤0.01%
150
365
$8.52K ﹤0.01%
+800
366
$7.5K ﹤0.01%
25
367
$7.42K ﹤0.01%
100
368
$6.13K ﹤0.01%
401
369
$6.04K ﹤0.01%
+100
370
$5.93K ﹤0.01%
80
371
$5.34K ﹤0.01%
60
372
$4.8K ﹤0.01%
+28
373
$4.22K ﹤0.01%
100
374
$2.88K ﹤0.01%
37
375
$2.12K ﹤0.01%
100
12 13 14
15
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