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
$256M
AUM Growth
+$8.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$3.37M
3
+$2.3M
4
CVX icon
Chevron
CVX
+$2.02M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.94M

Top Sells

1
+$3.38M
2
+$2.98M
3
+$2.23M
4
NVDA icon
NVIDIA
NVDA
+$1.57M
5
COMT icon
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
+$1.23M

Sector Composition

1 Financials 19.37%
2 Technology 12.33%
3 Healthcare 6.63%
4 Consumer Discretionary 6.2%
5 Consumer Staples 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$562K 0.22%
2,214
+398
102
$561K 0.22%
3,995
-315
103
$556K 0.22%
18,366
104
$555K 0.22%
2,880
-300
105
$555K 0.22%
7,169
-705
106
$548K 0.21%
7,435
+1,985
107
$538K 0.21%
1,400
+773
108
$524K 0.2%
8,675
-452
109
$518K 0.2%
6,235
110
$511K 0.2%
6,098
+145
111
$510K 0.2%
3,271
+24
112
$476K 0.19%
11,996
-473
113
$453K 0.18%
1,187
+183
114
$446K 0.17%
5,413
+27
115
$432K 0.17%
9,261
-514
116
$408K 0.16%
6,303
117
$405K 0.16%
3,161
118
$404K 0.16%
1,465
-155
119
$402K 0.16%
1,784
-175
120
$387K 0.15%
4,219
+1,275
121
$385K 0.15%
2,263
-160
122
$383K 0.15%
1,896
+302
123
$375K 0.15%
1,260
-125
124
$363K 0.14%
2,997
-486
125
$355K 0.14%
605
-10
3 4
5
6 7