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 | |
|---|---|---|---|---|---|---|---|
| $5.24K | 0% | 95 | New | +$5.24K | |||
| $5.19K | 0% | 59 | New | +$5.19K | |||
| $5.11K | 0% | 75 | – | – | |||
| $5.09K | 0% | 21 | New | +$5.09K | |||
| $5.08K | 0% | 108 +98 | +980% | +$4.61K | |||
| $5.01K | 0% | 74 | New | +$5.01K | |||
| $4.84K | 0% | 255 | New | +$4.84K | |||
| $4.83K | 0% | 129 | New | +$4.83K | |||
| $4.8K | 0% | 100 | – | – | |||
| $4.78K | 0% | 10 | New | +$4.78K | |||
| $4.66K | 0% | 158 | New | +$4.66K | |||
| $4.62K | 0% | 289 | New | +$4.62K | |||
| $4.51K | 0% | 110 | New | +$4.51K | |||
| $4.43K | 0% | 30 | New | +$4.43K | |||
| $4.39K | 0% | 94 | New | +$4.39K | |||
| $4.25K | 0% | 56 | New | +$4.25K | |||
| $4.07K | 0% | 7 | New | +$4.07K | |||
| $3.93K | 0% | 25 -188 | -88% | -$29.6K | |||
| $3.92K | 0% | 49 | New | +$3.92K | |||
| $3.71K | 0% | 29 | New | +$3.71K | |||
| $3.69K | 0% | 189 | New | +$3.69K | |||
| $3.39K | 0% | 6 | New | +$3.39K | |||
| $3.27K | 0% | 50 | New | +$3.27K | |||
| $2.82K | 0% | 39 | – | – | |||
| $2.79K | 0% | 250 | – | – |
