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
$256M
AUM Growth
+$8.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$3.37M
3
+$2.3M
4
CVX icon
Chevron
CVX
+$2.02M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.94M

Top Sells

1
+$3.38M
2
+$2.98M
3
+$2.23M
4
NVDA icon
NVIDIA
NVDA
+$1.57M
5
COMT icon
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
+$1.23M

Sector Composition

1 Financials 19.37%
2 Technology 12.33%
3 Healthcare 6.63%
4 Consumer Discretionary 6.2%
5 Consumer Staples 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.24M 0.48%
56,248
+3,767
52
$1.23M 0.48%
3,380
+65
53
$1.19M 0.47%
35,853
-1,685
54
$1.18M 0.46%
2,062
-45
55
$1.18M 0.46%
280
-5
56
$1.15M 0.45%
5,835
+364
57
$1.14M 0.44%
4,139
+214
58
$1.13M 0.44%
2,178
-107
59
$1.12M 0.44%
5,074
+148
60
$1.11M 0.43%
31,633
+585
61
$1.11M 0.43%
32,107
+3,079
62
$1.09M 0.42%
19,890
+325
63
$1.08M 0.42%
26,144
+11,677
64
$1.07M 0.42%
12,681
-2,268
65
$1.07M 0.42%
18,156
+14,604
66
$993K 0.39%
5,830
-255
67
$984K 0.38%
12,181
-2,715
68
$978K 0.38%
5,444
-56
69
$954K 0.37%
1,077
-275
70
$941K 0.37%
6,899
-8,876
71
$928K 0.36%
977
-141
72
$924K 0.36%
5,321
-85
73
$910K 0.36%
5,543
-380
74
$902K 0.35%
20,092
-5,277
75
$900K 0.35%
5,215
+625
1 2
3
4 5