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
376
$1.79K ﹤0.01%
240
377
$1.13K ﹤0.01%
+336
378
$1.03K ﹤0.01%
56
379
$465 ﹤0.01%
10
380
$207 ﹤0.01%
10
381
$139 ﹤0.01%
126
382
$128 ﹤0.01%
50
383
$62 ﹤0.01%
5
384
– –
-13
385
– –
-210
386
– –
-151
387
– –
-6,294
388
– –
-12
389
– –
-1,634
390
– –
-200
12 13 14 15
16