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
$95.8M
AUM Growth
+$2.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$6.16M
2
+$232K
3
+$126K
4
LLY icon
Eli Lilly
LLY
+$110K
5
MA icon
Mastercard
MA
+$104K

Top Sells

1
+$143K
2
+$84.1K
3
+$66.5K
4
IFRA icon
iShares US Infrastructure ETF
IFRA
+$61.2K
5
MCHI icon
iShares MSCI China ETF
MCHI
+$60.6K

Sector Composition

1 Financials 26.28%
2 Technology 11.5%
3 Industrials 8.92%
4 Healthcare 8.88%
5 Utilities 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$121K 0.13%
2,293
102
$121K 0.13%
956
+55
103
$120K 0.13%
591
+165
104
$119K 0.12%
7,483
+2,200
105
$117K 0.12%
810
106
$117K 0.12%
2,665
107
$116K 0.12%
4,660
+1,040
108
$108K 0.11%
1,896
+61
109
$106K 0.11%
467
+352
110
$106K 0.11%
1,925
111
$103K 0.11%
2,432
112
$101K 0.11%
965
113
$101K 0.11%
438
+60
114
$99.9K 0.1%
809
-5
115
$99.8K 0.1%
1,305
116
$97.7K 0.1%
1,960
117
$97.3K 0.1%
518
+40
118
$95.8K 0.1%
482
119
$91.7K 0.1%
3,025
120
$91.2K 0.1%
398
+96
121
$90.7K 0.09%
886
+398
122
$89.6K 0.09%
130
+40
123
$88.8K 0.09%
345
124
$88.3K 0.09%
1,873
-310
125
$87.9K 0.09%
349
+75
3 4
5
6 7