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
$292M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$10.7M
3
+$1.69M
4
AVB icon
AvalonBay Communities
AVB
+$1.57M
5
BMY icon
Bristol-Myers Squibb
BMY
+$1.47M

Top Sells

1
+$1.66M
2
+$1.53M
3
+$1.11M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$813K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$742K

Sector Composition

1 Financials 19.24%
2 Technology 12.48%
3 Healthcare 6.47%
4 Consumer Discretionary 6.27%
5 Communication Services 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$2.57K ﹤0.01%
+50
477
$2.55K ﹤0.01%
+5
478
$2.04K ﹤0.01%
100
479
$1.77K ﹤0.01%
+83
480
$1.53K ﹤0.01%
+220
481
$1.46K ﹤0.01%
+250
482
$1.17K ﹤0.01%
20
-1,644
483
$1.08K ﹤0.01%
+100
484
$1K ﹤0.01%
+200
485
$1K ﹤0.01%
+10
486
$766 ﹤0.01%
+333
487
$679 ﹤0.01%
+10
488
$552 ﹤0.01%
126
489
$518 ﹤0.01%
+100
490
$492 ﹤0.01%
10
-98
491
$455 ﹤0.01%
6
-199
492
$256 ﹤0.01%
+32
493
$234 ﹤0.01%
+20
494
$218 ﹤0.01%
+9
495
$181 ﹤0.01%
+7
496
$176 ﹤0.01%
+43
497
$69 ﹤0.01%
+20
498
$60 ﹤0.01%
5
499
$18 ﹤0.01%
+9
500
– –
-56
18 19
20
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