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
$256M
AUM Growth
+$8.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$3.37M
3
+$2.3M
4
CVX icon
Chevron
CVX
+$2.02M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.94M

Top Sells

1
+$3.38M
2
+$2.98M
3
+$2.23M
4
NVDA icon
NVIDIA
NVDA
+$1.57M
5
COMT icon
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
+$1.23M

Sector Composition

1 Financials 19.37%
2 Technology 12.33%
3 Healthcare 6.63%
4 Consumer Discretionary 6.2%
5 Consumer Staples 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$349K 0.14%
8,585
+1,879
127
$349K 0.14%
3,185
-225
128
$349K 0.14%
2,550
129
$342K 0.13%
601
-11
130
$331K 0.13%
1,096
-442
131
$325K 0.13%
2,628
132
$324K 0.13%
3,681
133
$316K 0.12%
1,711
-15
134
$316K 0.12%
874
-22
135
$316K 0.12%
3,040
136
$313K 0.12%
1,513
+71
137
$310K 0.12%
2,942
+116
138
$308K 0.12%
3,385
-25
139
$304K 0.12%
3,171
140
$299K 0.12%
4,759
-3,523
141
$293K 0.11%
13,265
142
$293K 0.11%
2,920
+445
143
$288K 0.11%
2,314
-207
144
$283K 0.11%
853
-10,185
145
$279K 0.11%
2,775
-447
146
$273K 0.11%
1,385
-70
147
$271K 0.11%
1,089
-719
148
$271K 0.11%
6,328
-40
149
$270K 0.11%
3,361
-71
150
$268K 0.1%
10,696
4 5
6
7 8