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
$268M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$2.11M
3
+$2.04M
4
T icon
AT&T
T
+$1.98M
5
GPC icon
Genuine Parts
GPC
+$1.89M

Top Sells

1
+$2.27M
2
+$2.18M
3
+$1.97M
4
GIS icon
General Mills
GIS
+$1.93M
5
KO icon
Coca-Cola
KO
+$1.92M

Sector Composition

1 Financials 21.65%
2 Technology 11.87%
3 Healthcare 7.19%
4 Consumer Discretionary 6.47%
5 Consumer Staples 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$590K 0.22%
6,570
-17,096
102
$571K 0.21%
5,209
+102
103
$571K 0.21%
6,851
-10
104
$564K 0.21%
7,244
+10
105
$539K 0.2%
7,951
+541
106
$532K 0.2%
2,666
+30
107
$529K 0.2%
5,764
+1,220
108
$501K 0.19%
19,933
+10,980
109
$491K 0.18%
2,393
-10
110
$480K 0.18%
5,215
+217
111
$479K 0.18%
1,721
+42
112
$470K 0.18%
4,576
-1,173
113
$463K 0.17%
1,482
-6,319
114
$460K 0.17%
5,733
+162
115
$453K 0.17%
7,627
-746
116
$448K 0.17%
14,886
-785
117
$443K 0.17%
3,391
-78
118
$440K 0.16%
4,195
-415
119
$423K 0.16%
3,191
+219
120
$409K 0.15%
1,172
-10
121
$409K 0.15%
766
+165
122
$398K 0.15%
3,086
-75
123
$388K 0.14%
10,189
+209
124
$377K 0.14%
1,014
+110
125
$377K 0.14%
4,555
3 4
5
6 7