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
$268M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$2.11M
3
+$2.04M
4
T icon
AT&T
T
+$1.98M
5
GPC icon
Genuine Parts
GPC
+$1.89M

Top Sells

1
+$2.27M
2
+$2.18M
3
+$1.97M
4
GIS icon
General Mills
GIS
+$1.93M
5
KO icon
Coca-Cola
KO
+$1.92M

Sector Composition

1 Financials 21.65%
2 Technology 11.87%
3 Healthcare 7.19%
4 Consumer Discretionary 6.47%
5 Consumer Staples 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$377K 0.14%
6,068
-235
127
$376K 0.14%
1,438
+18
128
$374K 0.14%
1,268
+78
129
$364K 0.14%
1,719
+81
130
$355K 0.13%
10,513
+1,281
131
$350K 0.13%
1,062
-6,609
132
$340K 0.13%
4,001
+405
133
$339K 0.13%
2,264
+116
134
$339K 0.13%
3,657
+1,684
135
$338K 0.13%
4,610
+1,100
136
$329K 0.12%
5,500
-32,300
137
$328K 0.12%
605
138
$321K 0.12%
3,236
+141
139
$318K 0.12%
341
+31
140
$315K 0.12%
6,971
-892
141
$315K 0.12%
1,189
-446
142
$312K 0.12%
1,143
+56
143
$300K 0.11%
3,236
-70
144
$297K 0.11%
2,832
-110
145
$296K 0.11%
2,955
146
$293K 0.11%
1,535
-45
147
$286K 0.11%
+12,380
148
$286K 0.11%
+11,840
149
$285K 0.11%
3,040
150
$284K 0.11%
463
+108
4 5
6
7 8