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
$257M
AUM Growth
+$758K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
421
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$1.85M
3
+$1.8M
4
HPQ icon
HP
HPQ
+$1.63M
5
TROW icon
T. Rowe Price
TROW
+$1.61M

Top Sells

1
+$1.84M
2
+$1.81M
3
+$1.68M
4
ED icon
Consolidated Edison
ED
+$1.58M
5
LYB icon
LyondellBasell Industries
LYB
+$1.14M

Sector Composition

1 Financials 19.75%
2 Technology 13.54%
3 Consumer Discretionary 7.15%
4 Consumer Staples 6.48%
5 Healthcare 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$576K 0.22%
1,156
102
$567K 0.22%
6,133
+35
103
$552K 0.21%
2,403
104
$552K 0.21%
4,209
+14
105
$531K 0.21%
12,081
+85
106
$529K 0.21%
1,635
-35
107
$526K 0.2%
2,820
-60
108
$519K 0.2%
6,497
-736
109
$486K 0.19%
8,373
-302
110
$468K 0.18%
15,671
-2,695
111
$456K 0.18%
5,571
+158
112
$455K 0.18%
3,469
+1,155
113
$443K 0.17%
7,410
-25
114
$420K 0.16%
1,420
-45
115
$415K 0.16%
4,544
+325
116
$411K 0.16%
4,998
-22,326
117
$403K 0.16%
3,161
118
$402K 0.16%
1,182
-5
119
$378K 0.15%
9,980
+1,395
120
$377K 0.15%
1,679
-105
121
$376K 0.15%
605
122
$373K 0.15%
4,555
-1,680
123
$371K 0.14%
6,303
124
$371K 0.14%
3,155
-30
125
$370K 0.14%
1,638
+125
3 4
5
6 7