UCB

United Community Bank Portfolio holdings

AUM $264M
1-Year Est. Return 17.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$100M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$7.46M
3
+$2.63M
4
PFE icon
Pfizer
PFE
+$2.06M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.01M

Top Sells

No sells this quarter

Sector Composition

1 Financials 20.08%
2 Technology 14.16%
3 Industrials 10%
4 Healthcare 9.16%
5 Communication Services 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$63.7K 0.06%
+440
152
$63.2K 0.06%
+100
153
$62.3K 0.06%
+880
154
$62K 0.06%
+126
155
$61.9K 0.06%
+365
156
$59.9K 0.06%
+1,242
157
$59.1K 0.06%
+945
158
$59K 0.06%
+1,200
159
$58.8K 0.06%
+2,000
160
$57.9K 0.06%
+273
161
$56.7K 0.06%
+225
162
$56.3K 0.06%
+404
163
$56.2K 0.06%
+1,340
164
$55.4K 0.06%
+121
165
$54.6K 0.05%
+194
166
$52.8K 0.05%
+364
167
$52.3K 0.05%
+482
168
$51.3K 0.05%
+375
169
$50.4K 0.05%
+412
170
$50.2K 0.05%
+427
171
$48.8K 0.05%
+303
172
$48.5K 0.05%
+121
173
$48.4K 0.05%
+64
174
$48.2K 0.05%
+85
175
$46.3K 0.05%
+3,423
5 6
7
8 9