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
76
$901K 0.34%
2,349
-24
77
$875K 0.33%
3,253
+49
78
$845K 0.31%
4,960
+300
79
$838K 0.31%
5,993
+163
80
$813K 0.3%
+3,142
81
$811K 0.3%
2,186
+169
82
$805K 0.3%
21,810
+1,022
83
$784K 0.29%
30,935
+1,800
84
$779K 0.29%
7,084
+155
85
$774K 0.29%
7,886
+66
86
$771K 0.29%
1,773
+13
87
$759K 0.28%
9,697
+117
88
$759K 0.28%
6,772
+639
89
$734K 0.27%
2,776
-20
90
$733K 0.27%
+33,045
91
$727K 0.27%
2,330
+261
92
$706K 0.26%
5,260
-40
93
$702K 0.26%
4,231
-25
94
$676K 0.25%
16,210
+4,129
95
$666K 0.25%
4,587
+41
96
$659K 0.25%
2,329
-6,257
97
$644K 0.24%
4,195
+93
98
$640K 0.24%
2,810
-10
99
$617K 0.23%
3,502
100
$609K 0.23%
1,199
+43
2 3
4
5 6