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
$114M
AUM Growth
+$8.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$702K
3
+$612K
4
QCOM icon
Qualcomm
QCOM
+$429K
5
APD icon
Air Products & Chemicals
APD
+$425K

Top Sells

1
+$1.08M
2
+$850K
3
+$663K
4
MA icon
Mastercard
MA
+$572K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$538K

Sector Composition

1 Financials 28.81%
2 Technology 12.91%
3 Industrials 9.14%
4 Healthcare 8.71%
5 Consumer Discretionary 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.24M 1.08%
14,762
+855
27
$1.19M 1.05%
36,063
+32,760
28
$1.14M 1%
31,392
29
$1.09M 0.96%
44,000
30
$990K 0.87%
3,448
-470
31
$920K 0.81%
4,095
+30
32
$805K 0.71%
298
+1
33
$793K 0.7%
4,122
+85
34
$773K 0.68%
1,580
+1,435
35
$680K 0.6%
2,863
+140
36
$649K 0.57%
1,351
-245
37
$632K 0.55%
5,011
-280
38
$620K 0.54%
1,395
+280
39
$612K 0.54%
+10,790
40
$601K 0.53%
5,956
+15
41
$598K 0.52%
14,738
+330
42
$568K 0.5%
6,550
43
$561K 0.49%
3,147
44
$555K 0.49%
18,849
+200
45
$510K 0.45%
6,295
46
$485K 0.43%
3,333
+725
47
$470K 0.41%
5,619
+1,210
48
$455K 0.4%
5,100
+3,530
49
$449K 0.39%
39,488
+633
50
$436K 0.38%
4,605
-15
1
2
3 4 5