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
$100M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$7.72M
3
+$2.56M
4
PFE icon
Pfizer
PFE
+$2.46M
5
CSCO icon
Cisco
CSCO
+$2.13M

Top Sells

No sells this quarter

Sector Composition

1 Financials 20.08%
2 Technology 14.16%
3 Industrials 10%
4 Healthcare 9.16%
5 Communication Services 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.25M 1.25%
+24,030
27
$1.17M 1.17%
+7,040
28
$1.09M 1.09%
+3,249
29
$1.09M 1.09%
+31,392
30
$1.03M 1.03%
+3,637
31
$724K 0.72%
+19,926
32
$710K 0.71%
+1,414
33
$677K 0.68%
+14,304
34
$647K 0.65%
+1,140
35
$617K 0.62%
+19,909
36
$581K 0.58%
+242
37
$581K 0.58%
+38,707
38
$559K 0.56%
+5,421
39
$557K 0.56%
+4,629
40
$550K 0.55%
+8,648
41
$539K 0.54%
+6,305
42
$536K 0.54%
+3,137
43
$536K 0.54%
+4,779
44
$527K 0.53%
+2,432
45
$521K 0.52%
+2,156
46
$510K 0.51%
+1,228
47
$508K 0.51%
+3,904
48
$501K 0.5%
+1,709
49
$489K 0.49%
+1,029
50
$486K 0.49%
+4,685
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2
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