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
$268M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$2.11M
3
+$2.04M
4
T icon
AT&T
T
+$1.98M
5
GPC icon
Genuine Parts
GPC
+$1.89M

Top Sells

1
+$2.27M
2
+$2.18M
3
+$1.97M
4
GIS icon
General Mills
GIS
+$1.93M
5
KO icon
Coca-Cola
KO
+$1.92M

Sector Composition

1 Financials 21.65%
2 Technology 11.87%
3 Healthcare 7.19%
4 Consumer Discretionary 6.47%
5 Consumer Staples 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.13M 0.79%
19,616
+5,588
27
$2.11M 0.79%
6,767
+6,758
28
$2.07M 0.77%
49,066
+8,796
29
$2.05M 0.76%
45,303
-3,881
30
$2.01M 0.75%
5,489
-7
31
$1.95M 0.73%
6,516
+2,706
32
$1.94M 0.72%
16,251
+15,894
33
$1.93M 0.72%
18,525
+1,949
34
$1.85M 0.69%
1,960
-61
35
$1.83M 0.68%
+20,732
36
$1.82M 0.68%
6,607
-45
37
$1.81M 0.68%
9,164
-766
38
$1.8M 0.67%
65,040
+7,629
39
$1.79M 0.67%
34,133
-11,870
40
$1.71M 0.64%
14,406
+631
41
$1.71M 0.64%
17,309
-1,523
42
$1.67M 0.62%
15,826
43
$1.66M 0.62%
18,118
+3,898
44
$1.66M 0.62%
3,033
+90
45
$1.65M 0.62%
10,699
+1,417
46
$1.61M 0.6%
5,285
+249
47
$1.57M 0.59%
9,893
-345
48
$1.56M 0.58%
4,455
+314
49
$1.49M 0.56%
16,479
-494
50
$1.47M 0.55%
20,472
-26,798
1
2
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