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
451
$5.24K ﹤0.01%
+95
452
$5.19K ﹤0.01%
+59
453
$5.11K ﹤0.01%
75
454
$5.08K ﹤0.01%
+21
455
$5.08K ﹤0.01%
108
+98
456
$5.01K ﹤0.01%
+74
457
$4.83K ﹤0.01%
+255
458
$4.83K ﹤0.01%
+129
459
$4.8K ﹤0.01%
100
460
$4.78K ﹤0.01%
+10
461
$4.66K ﹤0.01%
+158
462
$4.62K ﹤0.01%
+289
463
$4.51K ﹤0.01%
+110
464
$4.43K ﹤0.01%
+30
465
$4.39K ﹤0.01%
+94
466
$4.25K ﹤0.01%
+56
467
$4.07K ﹤0.01%
+7
468
$3.93K ﹤0.01%
25
-188
469
$3.92K ﹤0.01%
+49
470
$3.71K ﹤0.01%
+29
471
$3.69K ﹤0.01%
+189
472
$3.39K ﹤0.01%
+6
473
$3.27K ﹤0.01%
+50
474
$2.82K ﹤0.01%
39
475
$2.79K ﹤0.01%
250
17 18
19
20 21