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
76
$859K 0.35%
6,085
-297
77
$852K 0.34%
4,926
-76
78
$820K 0.33%
5,500
-334
79
$789K 0.32%
28,184
-44,665
80
$787K 0.32%
20,089
-2,182
81
$786K 0.32%
7,914
-916
82
$777K 0.31%
3,677
-290
83
$739K 0.3%
9,384
-2,810
84
$737K 0.3%
4,590
+1,000
85
$737K 0.3%
6,689
-1,083
86
$736K 0.3%
9,990
-780
87
$712K 0.29%
7,100
+16
88
$684K 0.28%
5,652
-20
89
$682K 0.28%
2,249
-1,600
90
$667K 0.27%
2,669
-124
91
$664K 0.27%
8,530
+3,277
92
$635K 0.26%
2,471
+1,141
93
$631K 0.25%
3,103
+4
94
$626K 0.25%
3,145
-885
95
$605K 0.24%
6,861
-469
96
$580K 0.23%
4,200
-117
97
$577K 0.23%
7,874
+1,092
98
$575K 0.23%
14,467
+211
99
$558K 0.23%
1,252
-36
100
$549K 0.22%
5,820
2 3
4
5 6