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
$256M
AUM Growth
+$8.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$3.37M
3
+$2.3M
4
CVX icon
Chevron
CVX
+$2.02M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.94M

Top Sells

1
+$3.38M
2
+$2.98M
3
+$2.23M
4
NVDA icon
NVIDIA
NVDA
+$1.57M
5
COMT icon
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
+$1.23M

Sector Composition

1 Financials 19.37%
2 Technology 12.33%
3 Healthcare 6.63%
4 Consumer Discretionary 6.2%
5 Consumer Staples 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.2M 0.86%
41,769
-1,674
27
$2.13M 0.83%
9,890
+15
28
$2.1M 0.82%
15,637
+65
29
$2M 0.78%
9,506
-1,586
30
$1.93M 0.75%
19,032
+845
31
$1.91M 0.74%
18,309
-1,555
32
$1.9M 0.74%
17,466
-580
33
$1.89M 0.74%
15,618
+30
34
$1.87M 0.73%
6,617
+76
35
$1.84M 0.72%
2,076
-252
36
$1.8M 0.7%
18,595
-1,730
37
$1.79M 0.7%
14,756
-12,934
38
$1.77M 0.69%
38,715
-1,674
39
$1.68M 0.66%
27,764
-950
40
$1.65M 0.64%
16,930
-485
41
$1.61M 0.63%
13,702
-697
42
$1.55M 0.6%
9,342
-1,190
43
$1.5M 0.58%
15,622
-445
44
$1.48M 0.58%
6,559
-61
45
$1.48M 0.58%
2,988
-26
46
$1.41M 0.55%
2,410
-262
47
$1.39M 0.54%
5,011
-221
48
$1.29M 0.5%
10,623
+574
49
$1.27M 0.5%
14,247
-3,620
50
$1.24M 0.48%
7,422
-3,207
1
2
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