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
$248M
AUM Growth
-$9.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.72M
3
+$1.24M
4
ADP icon
Automatic Data Processing
ADP
+$1.06M
5
DOW icon
Dow Inc
DOW
+$1.04M

Top Sells

1
+$5.72M
2
+$2.42M
3
+$1.95M
4
VZ icon
Verizon
VZ
+$1.94M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.55M

Sector Composition

1 Financials 18.47%
2 Technology 13.42%
3 Industrials 6.39%
4 Healthcare 6.24%
5 Consumer Discretionary 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$545K 0.22%
18,366
-42
102
$543K 0.22%
+4,310
103
$533K 0.22%
2,626
-1,759
104
$531K 0.21%
9,127
+1,126
105
$525K 0.21%
3,180
106
$520K 0.21%
12,532
+11,839
107
$509K 0.21%
6,235
-60
108
$496K 0.2%
12,469
+5,927
109
$491K 0.2%
4,463
+357
110
$489K 0.2%
8,282
+3,249
111
$481K 0.19%
3,247
-186
112
$480K 0.19%
5,992
113
$446K 0.18%
1,538
-8
114
$441K 0.18%
1,959
+5
115
$437K 0.18%
1,808
-74
116
$436K 0.18%
9,775
+1,273
117
$408K 0.17%
5,953
+3,156
118
$401K 0.16%
1,620
+50
119
$400K 0.16%
2,423
-12
120
$380K 0.15%
6,303
+39
121
$378K 0.15%
5,386
-272
122
$377K 0.15%
1,816
-72
123
$376K 0.15%
+1,594
124
$375K 0.15%
3,161
+12
125
$372K 0.15%
11,997
+585
3 4
5
6 7