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
451
$5.29K ﹤0.01%
138
452
$5.28K ﹤0.01%
100
453
$5.18K ﹤0.01%
21
454
$5.1K ﹤0.01%
+31
455
$4.85K ﹤0.01%
447
-338
456
$4.77K ﹤0.01%
52
-7
457
$4.72K ﹤0.01%
183
-65
458
$4.59K ﹤0.01%
400
+150
459
$4.28K ﹤0.01%
+75
460
$4.11K ﹤0.01%
+100
461
$4.08K ﹤0.01%
+100
462
$4K ﹤0.01%
+27
463
$3.9K ﹤0.01%
+16
464
$3.72K ﹤0.01%
50
-42
465
$3.71K ﹤0.01%
25
466
$3.66K ﹤0.01%
+50
467
$3.6K ﹤0.01%
+42
468
$3.26K ﹤0.01%
+23
469
$3.17K ﹤0.01%
+46
470
$3.13K ﹤0.01%
39
471
$2.94K ﹤0.01%
+24
472
$2.83K ﹤0.01%
+25
473
$2.8K ﹤0.01%
+200
474
$2.75K ﹤0.01%
240
475
$2.73K ﹤0.01%
+129
17 18
19
20 21