UCB

United Community Bank Portfolio holdings

AUM $300M
1-Year Est. Return 14.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.66%
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
+$3.41M
2
+$3.31M
3
+$2.16M
4
CVX icon
Chevron
CVX
+$2.04M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.91M

Top Sells

1
+$3.11M
2
+$2.91M
3
+$2.23M
4
NVDA icon
NVIDIA
NVDA
+$1.53M
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
351
$3.46K ﹤0.01%
39
-1,281
352
$2.24K ﹤0.01%
250
-7,181
353
$2.05K ﹤0.01%
100
354
$1.98K ﹤0.01%
240
355
$1.22K ﹤0.01%
56
356
$895 ﹤0.01%
126
357
$448 ﹤0.01%
10
358
$66 ﹤0.01%
5
359
– –
-1,030
360
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361
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-5,992
362
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-50
363
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366
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367
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-95
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370
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-4,183
371
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372
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-1,728
373
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374
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-10
375
– –
-3,500
12 13 14
15
16