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
$248M
AUM Growth
-$9.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.72M
3
+$1.24M
4
ADP icon
Automatic Data Processing
ADP
+$1.06M
5
DOW icon
Dow Inc
DOW
+$1.04M

Top Sells

1
+$5.72M
2
+$2.42M
3
+$1.95M
4
VZ icon
Verizon
VZ
+$1.94M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.55M

Sector Composition

1 Financials 18.47%
2 Technology 13.42%
3 Industrials 6.39%
4 Healthcare 6.24%
5 Consumer Discretionary 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$359K 0.15%
2,291
-3,648
127
$357K 0.14%
1,385
-35
128
$357K 0.14%
5,450
+1,407
129
$355K 0.14%
615
-494
130
$350K 0.14%
3,483
+407
131
$348K 0.14%
5,500
132
$333K 0.13%
3,410
-100
133
$327K 0.13%
612
-70
134
$324K 0.13%
3,222
+397
135
$323K 0.13%
2,826
-174
136
$323K 0.13%
5,603
+722
137
$314K 0.13%
3,432
+135
138
$308K 0.12%
1,442
-89
139
$305K 0.12%
896
-20
140
$300K 0.12%
1,004
-20
141
$299K 0.12%
+8,282
142
$298K 0.12%
3,681
143
$298K 0.12%
2,628
-374
144
$295K 0.12%
3,040
145
$293K 0.12%
3,171
-576
146
$291K 0.12%
2,060
-192
147
$289K 0.12%
350
-40
148
$288K 0.12%
8,225
+580
149
$280K 0.11%
415
-5
150
$278K 0.11%
3,410
+545
4 5
6
7 8