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
$114M
AUM Growth
+$8.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$702K
3
+$612K
4
QCOM icon
Qualcomm
QCOM
+$429K
5
APD icon
Air Products & Chemicals
APD
+$425K

Top Sells

1
+$1.08M
2
+$850K
3
+$663K
4
MA icon
Mastercard
MA
+$572K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$538K

Sector Composition

1 Financials 28.81%
2 Technology 12.91%
3 Industrials 9.14%
4 Healthcare 8.71%
5 Consumer Discretionary 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$112K 0.1%
1,923
-145
127
$110K 0.1%
3,610
128
$105K 0.09%
1,835
129
$105K 0.09%
246
-225
130
$104K 0.09%
750
131
$103K 0.09%
2,490
+135
132
$103K 0.09%
424
133
$103K 0.09%
554
+300
134
$102K 0.09%
4,255
135
$102K 0.09%
999
-210
136
$102K 0.09%
519
+100
137
$100K 0.09%
186
-186
138
$99.1K 0.09%
466
+96
139
$98.4K 0.09%
475
140
$98K 0.09%
220
+35
141
$97.9K 0.09%
544
+450
142
$97.9K 0.09%
3,436
+560
143
$96.8K 0.09%
3,154
-16
144
$96.8K 0.08%
800
+170
145
$96.5K 0.08%
931
+165
146
$95.4K 0.08%
870
+225
147
$93.2K 0.08%
198
148
$92.2K 0.08%
376
+120
149
$91.1K 0.08%
445
+170
150
$90.4K 0.08%
1,771
+150
4 5
6
7 8