UCB

United Community Bank Portfolio holdings

AUM $300M
1-Year Est. Return 14.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.66%
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
501
– –
-2,530
502
– –
-54
503
– –
-95
504
– –
-58
505
– –
-1
506
– –
-72
507
– –
-3
508
– –
-56
509
– –
-99
510
– –
-30
511
– –
-173
512
– –
-13
513
– –
-220
17 18 19 20
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