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
$114M
AUM Growth
+$8.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$702K
3
+$612K
4
QCOM icon
Qualcomm
QCOM
+$429K
5
APD icon
Air Products & Chemicals
APD
+$425K

Top Sells

1
+$1.08M
2
+$850K
3
+$663K
4
MA icon
Mastercard
MA
+$572K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$538K

Sector Composition

1 Financials 28.81%
2 Technology 12.91%
3 Industrials 9.14%
4 Healthcare 8.71%
5 Consumer Discretionary 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$429K 0.38%
+3,605
52
$425K 0.37%
+1,420
53
$413K 0.36%
7,365
+24
54
$412K 0.36%
929
55
$409K 0.36%
872
56
$395K 0.35%
3,724
+82
57
$392K 0.34%
2,489
+470
58
$371K 0.33%
1,194
-95
59
$368K 0.32%
4,770
-25
60
$366K 0.32%
5,992
61
$363K 0.32%
1,646
-64
62
$359K 0.32%
6,571
+210
63
$331K 0.29%
2,179
+815
64
$328K 0.29%
684
65
$300K 0.26%
2,881
-10
66
$288K 0.25%
6,800
+4,800
67
$284K 0.25%
1,650
-5
68
$283K 0.25%
2,115
+10
69
$279K 0.25%
1,051
-5
70
$269K 0.24%
3,681
71
$256K 0.22%
904
-79
72
$255K 0.22%
1,931
+1,175
73
$252K 0.22%
783
-5
74
$250K 0.22%
2,835
75
$248K 0.22%
2,475
+685
1 2
3
4 5