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
351
$20.1K 0.01%
+795
352
$20.1K 0.01%
+785
353
$20K 0.01%
+965
354
$20K 0.01%
1,650
355
$20K 0.01%
+800
356
$20K 0.01%
+775
357
$20K 0.01%
103
358
$19.8K 0.01%
+1,000
359
$19.7K 0.01%
181
360
$19.4K 0.01%
+377
361
$18.6K 0.01%
+284
362
$18.5K 0.01%
1,550
363
$18.5K 0.01%
205
364
$18.4K 0.01%
300
365
$18.4K 0.01%
+36
366
$18.4K 0.01%
400
367
$18.2K 0.01%
255
368
$17.9K 0.01%
425
369
$17.6K 0.01%
+29
370
$17.5K 0.01%
149
371
$17.5K 0.01%
66
372
$17.3K 0.01%
+71
373
$17.2K 0.01%
700
374
$17.2K 0.01%
+180
375
$16.7K 0.01%
294
13 14
15
16 17