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
$99.9M
AUM Growth
-$131K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$261K
2
+$153K
3
+$147K
4
MDLZ icon
Mondelez International
MDLZ
+$136K
5
MMM icon
3M
MMM
+$101K

Top Sells

1
+$227K
2
+$188K
3
+$184K
4
PG icon
Procter & Gamble
PG
+$135K
5
CERN
Cerner Corp
CERN
+$79.9K

Sector Composition

1 Financials 22.54%
2 Technology 13.14%
3 Industrials 9.99%
4 Healthcare 8.8%
5 Communication Services 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$87.3K 0.09%
1,923
+110
127
$84.7K 0.08%
100
128
$83.8K 0.08%
279
+45
129
$83K 0.08%
980
130
$82.5K 0.08%
358
131
$81.1K 0.08%
1,634
132
$80.3K 0.08%
167
-10
133
$79.2K 0.08%
685
-255
134
$78.3K 0.08%
654
+60
135
$77.3K 0.08%
1,475
136
$74.3K 0.07%
1,802
137
$74.2K 0.07%
285
138
$73.6K 0.07%
559
139
$73.3K 0.07%
471
-45
140
$73K 0.07%
219
141
$72.7K 0.07%
123
142
$72.3K 0.07%
381
+10
143
$71K 0.07%
815
144
$71K 0.07%
792
145
$70.5K 0.07%
635
146
$69.9K 0.07%
1,561
+325
147
$69.8K 0.07%
100
148
$68.5K 0.07%
210
-5
149
$67.2K 0.07%
491
150
$66.4K 0.07%
945
4 5
6
7 8