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
401
$13.5K ﹤0.01%
32
+8
402
$13.3K ﹤0.01%
+75
403
$13.2K ﹤0.01%
461
-1,707
404
$12.9K ﹤0.01%
200
405
$12.5K ﹤0.01%
28
+7
406
$12.3K ﹤0.01%
46
407
$12K ﹤0.01%
600
408
$11.6K ﹤0.01%
52
409
$11.4K ﹤0.01%
600
410
$11.3K ﹤0.01%
180
411
$11.1K ﹤0.01%
50
+10
412
$11K ﹤0.01%
22
413
$11K ﹤0.01%
+175
414
$10.8K ﹤0.01%
71
-795
415
$10.7K ﹤0.01%
45
416
$10.7K ﹤0.01%
110
417
$10.2K ﹤0.01%
+25
418
$10.2K ﹤0.01%
+900
419
$10.1K ﹤0.01%
575
420
$9.75K ﹤0.01%
222
421
$9.65K ﹤0.01%
18
422
$9.54K ﹤0.01%
115
423
$9.5K ﹤0.01%
111
424
$9.43K ﹤0.01%
+122
425
$9.13K ﹤0.01%
26
15 16
17
18 19