UCB

United Community Bank Portfolio holdings

AUM $264M
1-Year Est. Return 17.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$292M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$10.7M
3
+$1.69M
4
AVB icon
AvalonBay Communities
AVB
+$1.57M
5
BMY icon
Bristol-Myers Squibb
BMY
+$1.47M

Top Sells

1
+$1.66M
2
+$1.53M
3
+$1.11M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$813K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$742K

Sector Composition

1 Financials 19.24%
2 Technology 12.48%
3 Healthcare 6.47%
4 Consumer Discretionary 6.27%
5 Communication Services 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$23K 0.01%
500
352
$22.9K 0.01%
408
353
$22.7K 0.01%
+40
354
$22.4K 0.01%
213
355
$21.8K 0.01%
85
356
$21K 0.01%
662
357
$20.8K 0.01%
275
+20
358
$20.7K 0.01%
149
359
$20.5K 0.01%
1,650
360
$20.3K 0.01%
377
361
$20.3K 0.01%
29
362
$19.7K 0.01%
340
+45
363
$19.7K 0.01%
145
-15
364
$19.2K 0.01%
425
365
$18.9K 0.01%
59
366
$18.2K 0.01%
12
367
$18.1K 0.01%
147
368
$18K 0.01%
125
369
$18K 0.01%
36
370
$17.8K 0.01%
400
371
$17.7K 0.01%
168
372
$17.5K 0.01%
+50
373
$17.5K 0.01%
294
374
$17.2K 0.01%
700
375
$16.8K 0.01%
180
13 14
15
16 17