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
$248M
AUM Growth
-$9.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.72M
3
+$1.24M
4
ADP icon
Automatic Data Processing
ADP
+$1.06M
5
DOW icon
Dow Inc
DOW
+$1.04M

Top Sells

1
+$5.72M
2
+$2.42M
3
+$1.95M
4
VZ icon
Verizon
VZ
+$1.94M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.55M

Sector Composition

1 Financials 18.47%
2 Technology 13.42%
3 Industrials 6.39%
4 Healthcare 6.24%
5 Consumer Discretionary 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.23M 0.5%
44,960
-4,091
52
$1.22M 0.49%
1,352
-250
53
$1.18M 0.48%
37,538
-664
54
$1.15M 0.46%
2,107
-1,681
55
$1.13M 0.46%
285
-25
56
$1.06M 0.43%
14,949
-1,334
57
$1.05M 0.42%
25,369
-47,000
58
$1.04M 0.42%
+19,565
59
$1.03M 0.42%
1,907
+578
60
$1.03M 0.42%
7,058
-524
61
$1.03M 0.42%
3,925
-1,131
62
$1.02M 0.41%
10,049
+680
63
$1.01M 0.41%
14,896
-533
64
$1.01M 0.41%
6,098
+78
65
$1M 0.41%
52,481
+43,776
66
$1M 0.4%
31,048
+30,800
67
$971K 0.39%
+29,028
68
$954K 0.39%
3,315
-180
69
$940K 0.38%
5,406
-290
70
$938K 0.38%
5,471
+4,307
71
$911K 0.37%
4,237
-1,110
72
$896K 0.36%
5,923
+5
73
$894K 0.36%
+3,863
74
$886K 0.36%
8,017
-155
75
$880K 0.36%
+1,118
1 2
3
4 5