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
376
$16.6K 0.01%
1,854
-62
377
$16.4K 0.01%
66
378
$16.4K 0.01%
287
-353
379
$16.3K 0.01%
400
380
$16.3K 0.01%
785
381
$16.2K 0.01%
180
382
$16.2K 0.01%
131
+34
383
$16.2K 0.01%
+40
384
$15.6K 0.01%
311
385
$15.5K 0.01%
71
386
$15.5K 0.01%
141
-40
387
$15.2K 0.01%
207
388
$14.9K 0.01%
39
389
$14.9K 0.01%
310
+219
390
$14.8K 0.01%
4
391
$14.4K ﹤0.01%
380
392
$14.3K ﹤0.01%
40
393
$14K ﹤0.01%
250
394
$14K ﹤0.01%
32
+9
395
$14K ﹤0.01%
475
396
$13.9K ﹤0.01%
136
397
$13.6K ﹤0.01%
127
398
$13.6K ﹤0.01%
216
399
$13.6K ﹤0.01%
400
-1,465
400
$13.5K ﹤0.01%
124
14 15
16
17 18