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
376
$2.35K ﹤0.01%
+9
377
$2.33K ﹤0.01%
250
378
$2.29K ﹤0.01%
+99
379
$2.26K ﹤0.01%
+76
380
$2.13K ﹤0.01%
100
381
$1.95K ﹤0.01%
+95
382
$1.9K ﹤0.01%
+82
383
$1.5K ﹤0.01%
+58
384
$1.45K ﹤0.01%
+56
385
$1.33K ﹤0.01%
+72
386
$1.31K ﹤0.01%
+25
387
$1.25K ﹤0.01%
56
388
$745 ﹤0.01%
+13
389
$729 ﹤0.01%
+30
390
$722 ﹤0.01%
+20
391
$687 ﹤0.01%
+6
392
$683 ﹤0.01%
+20
393
$669 ﹤0.01%
126
394
$633 ﹤0.01%
+16
395
$533 ﹤0.01%
10
396
$98 ﹤0.01%
+5
397
$87 ﹤0.01%
+3
398
$63 ﹤0.01%
+3
399
$61 ﹤0.01%
5
400
$33 ﹤0.01%
+1
13 14 15
16
17