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
$100M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$7.72M
3
+$2.56M
4
PFE icon
Pfizer
PFE
+$2.46M
5
CSCO icon
Cisco
CSCO
+$2.13M

Top Sells

No sells this quarter

Sector Composition

1 Financials 20.08%
2 Technology 14.16%
3 Industrials 10%
4 Healthcare 9.16%
5 Communication Services 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$484K 0.48%
+3,639
52
$470K 0.47%
+908
53
$466K 0.47%
+1,005
54
$401K 0.4%
+3,678
55
$401K 0.4%
+1,550
56
$397K 0.4%
+4,330
57
$387K 0.39%
+1,207
58
$386K 0.39%
+5,800
59
$386K 0.39%
+577
60
$380K 0.38%
+2,398
61
$378K 0.38%
+627
62
$374K 0.37%
+1,062
63
$373K 0.37%
+1,530
64
$329K 0.33%
+2,534
65
$329K 0.33%
+500
66
$318K 0.32%
+2,709
67
$315K 0.32%
+4,640
68
$312K 0.31%
+3,565
69
$306K 0.31%
+3,681
70
$301K 0.3%
+1,027
71
$301K 0.3%
+724
72
$280K 0.28%
+8,950
73
$275K 0.27%
+2,893
74
$251K 0.25%
+1,875
75
$231K 0.23%
+2,244
1 2
3
4 5