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
426
$9.04K ﹤0.01%
28
427
$8.98K ﹤0.01%
49
428
$8.88K ﹤0.01%
117
-520
429
$8.81K ﹤0.01%
48
430
$8.79K ﹤0.01%
+168
431
$8.03K ﹤0.01%
185
432
$7.78K ﹤0.01%
800
433
$7.74K ﹤0.01%
380
434
$7.4K ﹤0.01%
24
435
$7.39K ﹤0.01%
30
436
$7.31K ﹤0.01%
22
437
$7.02K ﹤0.01%
33
438
$6.87K ﹤0.01%
50
439
$6.78K ﹤0.01%
+232
440
$6.72K ﹤0.01%
129
-42
441
$6.67K ﹤0.01%
13
442
$6.66K ﹤0.01%
+34
443
$6.63K ﹤0.01%
196
444
$6.26K ﹤0.01%
+200
445
$6.01K ﹤0.01%
57
446
$6.01K ﹤0.01%
75
447
$5.49K ﹤0.01%
10
448
$5.32K ﹤0.01%
+51
449
$5.32K ﹤0.01%
189
450
$5.31K ﹤0.01%
74
16 17
18
19 20