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
376
$16.7K 0.01%
1,916
-34
377
$16.6K 0.01%
+12
378
$16K 0.01%
+40
379
$15.8K 0.01%
200
-86
380
$15.6K 0.01%
205
-432
381
$15.4K 0.01%
311
382
$15.3K 0.01%
+4
383
$15.2K 0.01%
207
384
$15K 0.01%
49
+21
385
$14.3K 0.01%
+170
386
$13.9K 0.01%
785
387
$13.9K 0.01%
200
388
$13.6K 0.01%
475
389
$13.5K 0.01%
+39
390
$13.5K 0.01%
+168
391
$13.1K ﹤0.01%
+180
392
$12.9K ﹤0.01%
+216
393
$12.8K ﹤0.01%
+127
394
$12.8K ﹤0.01%
+147
395
$12.6K ﹤0.01%
250
+100
396
$12.3K ﹤0.01%
600
397
$12K ﹤0.01%
+45
398
$12K ﹤0.01%
124
-325
399
$11.9K ﹤0.01%
380
400
$11.8K ﹤0.01%
+97
14 15
16
17 18