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
76
$881K 0.34%
21,083
+994
77
$869K 0.34%
3,204
-659
78
$856K 0.33%
3,612
-65
79
$852K 0.33%
29,445
+1,261
80
$835K 0.33%
1,606
-301
81
$830K 0.32%
8,515
-15
82
$814K 0.32%
4,697
-1,401
83
$811K 0.32%
15,670
+3,138
84
$802K 0.31%
5,589
+1,126
85
$793K 0.31%
6,876
-224
86
$787K 0.31%
2,875
+404
87
$785K 0.31%
8,157
+243
88
$762K 0.3%
3,137
-1,100
89
$721K 0.28%
2,039
-210
90
$716K 0.28%
5,300
-352
91
$675K 0.26%
2,884
-219
92
$668K 0.26%
2,403
-266
93
$651K 0.25%
7,233
-2,151
94
$638K 0.25%
9,850
-140
95
$631K 0.25%
6,861
96
$608K 0.24%
3,578
+433
97
$597K 0.23%
1,156
-96
98
$597K 0.23%
4,195
-5
99
$580K 0.23%
2,626
100
$567K 0.22%
5,187
-1,502
2 3
4
5 6