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
$106M
AUM Growth
+$2.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$438K
2
+$179K
3
+$150K
4
PG icon
Procter & Gamble
PG
+$126K
5
LNTH icon
Lantheus
LNTH
+$119K

Top Sells

1
+$479K
2
+$222K
3
+$214K
4
AMGN icon
Amgen
AMGN
+$149K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$146K

Sector Composition

1 Financials 27.61%
2 Technology 12.48%
3 Industrials 9.26%
4 Healthcare 8.78%
5 Consumer Discretionary 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$136K 0.13%
1,209
102
$135K 0.13%
2,335
103
$135K 0.13%
2,600
104
$135K 0.13%
950
105
$131K 0.12%
645
106
$129K 0.12%
482
107
$125K 0.12%
756
108
$124K 0.12%
557
109
$123K 0.12%
3,610
110
$119K 0.11%
3,303
111
$119K 0.11%
+1,440
112
$117K 0.11%
2,068
113
$113K 0.11%
730
114
$112K 0.11%
6,813
115
$111K 0.1%
1,835
116
$108K 0.1%
+4,255
117
$108K 0.1%
198
118
$105K 0.1%
523
119
$99.5K 0.09%
2,876
120
$98.9K 0.09%
438
-100
121
$96.5K 0.09%
3,170
-10
122
$96.4K 0.09%
+750
123
$96.2K 0.09%
424
124
$96.2K 0.09%
1,621
125
$94.7K 0.09%
309
3 4
5
6 7