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
$248M
AUM Growth
-$9.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.72M
3
+$1.24M
4
ADP icon
Automatic Data Processing
ADP
+$1.06M
5
DOW icon
Dow Inc
DOW
+$1.04M

Top Sells

1
+$5.72M
2
+$2.42M
3
+$1.95M
4
VZ icon
Verizon
VZ
+$1.94M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.55M

Sector Composition

1 Financials 18.47%
2 Technology 13.42%
3 Industrials 6.39%
4 Healthcare 6.24%
5 Consumer Discretionary 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.95M 0.79%
10,629
+9,384
27
$1.92M 0.78%
18,046
-18,319
28
$1.92M 0.78%
53,912
-1,571
29
$1.92M 0.78%
10,532
-1,141
30
$1.89M 0.77%
7,436
-386
31
$1.85M 0.75%
15,572
-596
32
$1.83M 0.74%
15,588
-752
33
$1.8M 0.73%
9,875
-670
34
$1.78M 0.72%
19,864
-106
35
$1.77M 0.71%
18,187
+2,266
36
$1.76M 0.71%
20,325
+1,435
37
$1.75M 0.71%
6,541
-5,810
38
$1.66M 0.67%
14,399
-543
39
$1.6M 0.65%
40,389
-7,026
40
$1.55M 0.63%
17,867
-208
41
$1.54M 0.62%
16,067
-147
42
$1.5M 0.61%
6,620
-162
43
$1.46M 0.59%
28,714
+63
44
$1.46M 0.59%
17,415
-1,820
45
$1.39M 0.56%
8,877
+226
46
$1.36M 0.55%
2,672
-1,328
47
$1.33M 0.54%
3,014
-337
48
$1.28M 0.52%
29,192
-1,000
49
$1.27M 0.51%
2,285
+768
50
$1.25M 0.5%
5,232
+4,420
1
2
3 4 5