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
$99.9M
AUM Growth
-$131K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$261K
2
+$153K
3
+$147K
4
MDLZ icon
Mondelez International
MDLZ
+$136K
5
MMM icon
3M
MMM
+$101K

Top Sells

1
+$227K
2
+$188K
3
+$184K
4
PG icon
Procter & Gamble
PG
+$135K
5
CERN
Cerner Corp
CERN
+$79.9K

Sector Composition

1 Financials 22.54%
2 Technology 13.14%
3 Industrials 9.99%
4 Healthcare 8.8%
5 Communication Services 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$135K 0.13%
1,180
102
$131K 0.13%
740
-220
103
$127K 0.13%
1,960
104
$118K 0.12%
1,599
105
$112K 0.11%
2,370
+20
106
$108K 0.11%
565
107
$108K 0.11%
607
+80
108
$106K 0.11%
427
109
$106K 0.11%
4,310
110
$105K 0.11%
1,835
111
$102K 0.1%
357
+55
112
$102K 0.1%
766
+145
113
$102K 0.1%
744
114
$99.7K 0.1%
5,133
115
$99.3K 0.1%
240
+15
116
$99K 0.1%
475
117
$99K 0.1%
1,165
118
$97.8K 0.1%
1,185
+370
119
$95.6K 0.1%
3,390
120
$95.5K 0.1%
+955
121
$93.8K 0.09%
351
-25
122
$93.4K 0.09%
2,050
+275
123
$91.8K 0.09%
300
124
$90.7K 0.09%
880
125
$87.7K 0.09%
260
3 4
5
6 7