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
401
$11.7K ﹤0.01%
600
402
$10.7K ﹤0.01%
+52
403
$10.6K ﹤0.01%
+125
404
$10.6K ﹤0.01%
575
405
$10.5K ﹤0.01%
+136
406
$10.5K ﹤0.01%
+180
407
$10.5K ﹤0.01%
+24
408
$10.5K ﹤0.01%
+46
409
$10.2K ﹤0.01%
+22
410
$10.2K ﹤0.01%
+21
411
$9.65K ﹤0.01%
+111
412
$9.64K ﹤0.01%
380
413
$9.54K ﹤0.01%
111
-69
414
$9.44K ﹤0.01%
+171
415
$9.33K ﹤0.01%
115
416
$8.7K ﹤0.01%
+40
417
$8.68K ﹤0.01%
800
418
$8.61K ﹤0.01%
+49
419
$8.53K ﹤0.01%
+61
420
$8.53K ﹤0.01%
+185
421
$8.29K ﹤0.01%
+87
422
$8.28K ﹤0.01%
+48
423
$8.27K ﹤0.01%
+41
424
$8.23K ﹤0.01%
+26
425
$8.19K ﹤0.01%
+196
15 16
17
18 19