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
$95.8M
AUM Growth
+$2.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$6.16M
2
+$232K
3
+$126K
4
LLY icon
Eli Lilly
LLY
+$110K
5
MA icon
Mastercard
MA
+$104K

Top Sells

1
+$143K
2
+$84.1K
3
+$66.5K
4
IFRA icon
iShares US Infrastructure ETF
IFRA
+$61.2K
5
MCHI icon
iShares MSCI China ETF
MCHI
+$60.6K

Sector Composition

1 Financials 26.28%
2 Technology 11.5%
3 Industrials 8.92%
4 Healthcare 8.88%
5 Utilities 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$84.8K 0.09%
1,962
+690
127
$84.8K 0.09%
1,084
+225
128
$83.9K 0.09%
100
129
$83.4K 0.09%
2,656
+785
130
$82.7K 0.09%
163
+35
131
$82.6K 0.09%
3,390
132
$81.6K 0.09%
240
+35
133
$80.6K 0.08%
1,599
134
$80.5K 0.08%
1,165
135
$80.3K 0.08%
401
+20
136
$79.4K 0.08%
198
+3
137
$77.2K 0.08%
475
138
$75.6K 0.08%
4,880
139
$74.8K 0.08%
2,477
+625
140
$73.4K 0.08%
915
+775
141
$71.7K 0.07%
1,180
+210
142
$70.6K 0.07%
1,256
+300
143
$70.6K 0.07%
900
144
$69.2K 0.07%
5,256
+590
145
$68.7K 0.07%
1,042
+325
146
$68.5K 0.07%
+1,885
147
$68K 0.07%
471
148
$67K 0.07%
600
+85
149
$66.3K 0.07%
532
+85
150
$65.6K 0.07%
815
4 5
6
7 8