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
426
$8K ﹤0.01%
+110
427
$7.99K ﹤0.01%
+50
428
$7.87K ﹤0.01%
+785
429
$7.75K ﹤0.01%
+23
430
$7.57K ﹤0.01%
+44
431
$7.56K ﹤0.01%
+18
432
$7.55K ﹤0.01%
248
-36,515
433
$7.51K ﹤0.01%
+102
434
$7.02K ﹤0.01%
401
435
$6.42K ﹤0.01%
+78
436
$6.38K ﹤0.01%
85
437
$6.34K ﹤0.01%
+57
438
$6.1K ﹤0.01%
+24
439
$6.07K ﹤0.01%
+138
440
$6.05K ﹤0.01%
+167
441
$6.02K ﹤0.01%
+50
442
$6K ﹤0.01%
+92
443
$5.92K ﹤0.01%
+33
444
$5.8K ﹤0.01%
+10
445
$5.68K ﹤0.01%
+22
446
$5.65K ﹤0.01%
+28
447
$5.58K ﹤0.01%
+13
448
$5.54K ﹤0.01%
+91
449
$5.48K ﹤0.01%
+30
450
$5.29K ﹤0.01%
+31
16 17
18
19 20