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
$92.9M
AUM Growth
-$7.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$1.1M
3
+$901K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$541K
5
VTV icon
Vanguard Value ETF
VTV
+$491K

Top Sells

1
+$490K
2
+$252K
3
+$232K
4
ALGN icon
Align Technology
ALGN
+$222K
5
LOW icon
Lowe's Companies
LOW
+$190K

Sector Composition

1 Financials 21.11%
2 Technology 12.18%
3 Industrials 9.59%
4 Healthcare 9.26%
5 Utilities 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$82.1K 0.09%
1,210
+25
127
$81.9K 0.09%
475
128
$76.5K 0.08%
859
+205
129
$76.1K 0.08%
1,940
+1,060
130
$75.2K 0.08%
+195
131
$74K 0.08%
192
+25
132
$72.7K 0.08%
965
+10
133
$72K 0.08%
245
+5
134
$71.8K 0.08%
815
135
$70.9K 0.08%
1,871
+310
136
$69.7K 0.08%
900
-80
137
$69.5K 0.07%
128
+5
138
$69.1K 0.07%
770
+135
139
$68.2K 0.07%
1,634
140
$67.9K 0.07%
302
+17
141
$67.1K 0.07%
471
142
$66.9K 0.07%
205
-95
143
$66.5K 0.07%
219
144
$65.1K 0.07%
274
-5
145
$65.1K 0.07%
1,475
146
$62K 0.07%
4,666
+454
147
$61.7K 0.07%
717
-75
148
$61.2K 0.07%
+1,799
149
$60.9K 0.07%
970
+25
150
$60.6K 0.07%
+1,086
4 5
6
7 8