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
$268M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$2.11M
3
+$2.04M
4
T icon
AT&T
T
+$1.98M
5
GPC icon
Genuine Parts
GPC
+$1.89M

Top Sells

1
+$2.27M
2
+$2.18M
3
+$1.97M
4
GIS icon
General Mills
GIS
+$1.93M
5
KO icon
Coca-Cola
KO
+$1.92M

Sector Composition

1 Financials 21.65%
2 Technology 11.87%
3 Healthcare 7.19%
4 Consumer Discretionary 6.47%
5 Consumer Staples 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.38M 0.51%
8,806
+1,309
52
$1.37M 0.51%
15,575
-75
53
$1.35M 0.5%
6,439
+497
54
$1.34M 0.5%
33,207
+2,808
55
$1.27M 0.47%
14,247
56
$1.27M 0.47%
6,139
-420
57
$1.25M 0.47%
5,660
+231
58
$1.19M 0.44%
26,132
+6,641
59
$1.18M 0.44%
7,072
+1,647
60
$1.14M 0.43%
1,383
+186
61
$1.14M 0.43%
+36,615
62
$1.14M 0.42%
1,205
+257
63
$1.14M 0.42%
12,947
+889
64
$1.13M 0.42%
2,163
+88
65
$1.08M 0.4%
235
+15
66
$1.06M 0.4%
1,902
-70
67
$1.05M 0.39%
4,235
-800
68
$1.05M 0.39%
17,916
-143
69
$1.02M 0.38%
14,412
+821
70
$956K 0.36%
15,676
+196
71
$927K 0.35%
3,453
+413
72
$923K 0.34%
9,355
+248
73
$920K 0.34%
29,934
-5,919
74
$914K 0.34%
3,172
+36
75
$906K 0.34%
30,801
-1,291
1 2
3
4 5