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
76
$247K 0.22%
800
-60
77
$238K 0.21%
2,595
78
$235K 0.21%
+1,190
79
$224K 0.2%
2,293
80
$220K 0.19%
2,918
+20
81
$218K 0.19%
6,521
-32,368
82
$212K 0.19%
438
-50
83
$204K 0.18%
1,091
+955
84
$202K 0.18%
2,928
+440
85
$199K 0.17%
497
-5
86
$198K 0.17%
1,070
87
$195K 0.17%
1,125
+145
88
$183K 0.16%
601
+15
89
$180K 0.16%
2,976
90
$177K 0.16%
+840
91
$175K 0.15%
1,640
92
$173K 0.15%
1,052
-5
93
$170K 0.15%
386
-285
94
$170K 0.15%
5,912
+3,405
95
$168K 0.15%
2,398
-46
96
$165K 0.14%
1,680
+1,500
97
$163K 0.14%
1,641
-10
98
$162K 0.14%
864
99
$159K 0.14%
804
-5
100
$159K 0.14%
865
-5
2 3
4
5 6