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
$99.9M
AUM Growth
-$131K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$261K
2
+$153K
3
+$147K
4
MDLZ icon
Mondelez International
MDLZ
+$136K
5
MMM icon
3M
MMM
+$101K

Top Sells

1
+$227K
2
+$188K
3
+$184K
4
PG icon
Procter & Gamble
PG
+$135K
5
CERN
Cerner Corp
CERN
+$79.9K

Sector Composition

1 Financials 22.54%
2 Technology 13.14%
3 Industrials 9.99%
4 Healthcare 8.8%
5 Communication Services 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$420K 0.42%
929
-100
52
$380K 0.38%
3,939
+35
53
$372K 0.37%
3,703
+25
54
$368K 0.37%
5,850
+50
55
$357K 0.36%
1,193
-35
56
$347K 0.35%
1,207
57
$316K 0.32%
1,565
+15
58
$305K 0.31%
4,410
+80
59
$300K 0.3%
2,203
-195
60
$298K 0.3%
3,635
+70
61
$297K 0.3%
4,740
+100
62
$287K 0.29%
3,681
63
$287K 0.29%
3,053
+160
64
$283K 0.28%
1,500
-30
65
$261K 0.26%
+4,756
66
$257K 0.26%
2,595
+100
67
$257K 0.26%
1,975
+100
68
$255K 0.26%
1,022
-40
69
$255K 0.25%
5,506
+85
70
$253K 0.25%
729
+5
71
$252K 0.25%
8,950
72
$233K 0.23%
622
-5
73
$228K 0.23%
2,254
+10
74
$222K 0.22%
510
+10
75
$215K 0.21%
5,735
+60
1 2
3
4 5