UCB
United Community Bank Portfolio holdings
AUM $268M
AUM
$268M
AUM Growth
+$11.5M (+4%)
Cap. Flow
+$9.72M
Cap. Flow % of AUM
3.62%
Top 10 Holdings %Top 10 Hldgs %
33.87%
Holding
517
New
112
Increased
147
Reduced
111
Closed
30
Top Buys
| 1 | $2.2M | |
| 2 | $2.11M | |
| 3 | $2.04M | |
| 4 | $1.98M | |
| 5 | $1.89M |
Top Sells
| 1 | $2.27M | |
| 2 | $2.18M | |
| 3 | $1.97M | |
| 4 | $1.93M | |
| 5 | $1.92M |
Sector Composition
| 1 | Financials | 21.65% |
| 2 | Technology | 12.05% |
| 3 | Healthcare | 7.19% |
| 4 | Consumer Discretionary | 6.46% |
| 5 | Consumer Staples | 5.27% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $8K | 0% | 110 | New | +$8K | |||
| $7.99K | 0% | 50 | New | +$7.99K | |||
| $7.87K | 0% | 785 | New | +$7.87K | |||
| $7.75K | 0% | 23 | New | +$7.75K | |||
| $7.57K | 0% | 44 | New | +$7.57K | |||
| $7.56K | 0% | 18 | New | +$7.56K | |||
| $7.55K | 0% | 248 -36,515 | -99% | -$1.11M | |||
| $7.51K | 0% | 102 | New | +$7.51K | |||
| $7.02K | 0% | 401 | – | – | |||
| $6.42K | 0% | 78 | New | +$6.42K | |||
| $6.38K | 0% | 85 | – | – | |||
| $6.34K | 0% | 57 | New | +$6.34K | |||
| $6.1K | 0% | 24 | New | +$6.1K | |||
| $6.07K | 0% | 138 | New | +$6.07K | |||
| $6.05K | 0% | 167 | New | +$6.05K | |||
| $6.02K | 0% | 50 | New | +$6.02K | |||
| $6K | 0% | 92 | New | +$6K | |||
| $5.92K | 0% | 33 | New | +$5.92K | |||
| $5.8K | 0% | 10 | New | +$5.8K | |||
| $5.68K | 0% | 22 | New | +$5.68K | |||
| $5.65K | 0% | 28 | New | +$5.65K | |||
| $5.58K | 0% | 13 | New | +$5.58K | |||
| $5.54K | 0% | 91 | New | +$5.54K | |||
| $5.48K | 0% | 30 | New | +$5.48K | |||
| $5.29K | 0% | 31 | New | +$5.29K |
