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
351
$13.4K 0.01%
+296
352
$13K 0.01%
475
-12,790
353
$12.9K 0.01%
600
354
$12.8K 0.01%
380
355
$11.6K ﹤0.01%
600
356
$10.9K ﹤0.01%
575
357
$10.8K ﹤0.01%
259
358
$10.4K ﹤0.01%
115
359
$10.3K ﹤0.01%
380
360
$9.42K ﹤0.01%
110
361
$9.21K ﹤0.01%
28
362
$9.04K ﹤0.01%
150
363
$8.37K ﹤0.01%
800
364
$7.03K ﹤0.01%
25
365
$6.79K ﹤0.01%
142
366
$6.68K ﹤0.01%
401
367
$6.5K ﹤0.01%
85
368
$5.71K ﹤0.01%
+75
369
$5.67K ﹤0.01%
+173
370
$5.07K ﹤0.01%
48
371
$5.05K ﹤0.01%
100
372
$3.69K ﹤0.01%
+156
373
$2.98K ﹤0.01%
39
374
$2.59K ﹤0.01%
+54
375
$2.54K ﹤0.01%
240
13 14
15
16 17