UCB

United Community Bank Portfolio holdings

AUM $264M
1-Year Est. Return 17.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.22%
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
+$2.05M
2
+$2.03M
3
+$2M
4
EMN icon
Eastman Chemical
EMN
+$1.96M
5
KMB icon
Kimberly-Clark
KMB
+$1.93M

Top Sells

1
+$2.35M
2
+$2.16M
3
+$1.94M
4
MCD icon
McDonald's
MCD
+$1.89M
5
KO icon
Coca-Cola
KO
+$1.79M

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
476
$2.58K ﹤0.01%
240
477
$2.41K ﹤0.01%
+21
478
$2.4K ﹤0.01%
+9
479
$1.54K ﹤0.01%
100
480
$1.27K ﹤0.01%
56
481
$494 ﹤0.01%
126
482
$265 ﹤0.01%
+10
483
$61 ﹤0.01%
5
484
– –
-220
485
– –
-1
486
– –
-5
487
– –
-99
488
– –
-23,950
489
– –
-259
490
– –
-785
491
– –
-82
492
– –
-76
493
– –
-20
494
– –
-3
495
– –
-156
496
– –
-1
497
– –
-20
498
– –
-135
499
– –
-25
500
– –
-2,530
17 18 19
20
21