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
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
– –
-16
485
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-13
486
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-173
487
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-99
488
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-30
489
– –
-56
490
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-3
491
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492
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-1
493
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494
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495
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-54
496
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-2,530
497
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-25
498
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-135
499
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-20
500
– –
-1
17 18 19
20
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