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
$92.9M
AUM Growth
-$7.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$1.1M
3
+$901K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$541K
5
VTV icon
Vanguard Value ETF
VTV
+$491K

Top Sells

1
+$490K
2
+$252K
3
+$232K
4
ALGN icon
Align Technology
ALGN
+$222K
5
LOW icon
Lowe's Companies
LOW
+$190K

Sector Composition

1 Financials 21.11%
2 Technology 12.18%
3 Industrials 9.59%
4 Healthcare 9.26%
5 Utilities 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$60.5K 0.07%
956
+70
152
$57.7K 0.06%
1,852
+50
153
$56.9K 0.06%
515
154
$56.9K 0.06%
520
+100
155
$56.7K 0.06%
1,200
156
$56.6K 0.06%
447
+20
157
$55.6K 0.06%
381
+11
158
$54.3K 0.06%
491
159
$53.2K 0.06%
90
-10
160
$52.9K 0.06%
404
161
$51.8K 0.06%
376
162
$51.6K 0.06%
+1,283
163
$51.5K 0.06%
1,272
+30
164
$49.9K 0.05%
715
+30
165
$49.1K 0.05%
462
+15
166
$48.3K 0.05%
464
+75
167
$47.8K 0.05%
121
-5
168
$47.6K 0.05%
246
+30
169
$47.5K 0.05%
379
-180
170
$47.2K 0.05%
+590
171
$46.5K 0.05%
367
+15
172
$44.6K 0.05%
210
173
$43.8K 0.05%
488
-50
174
$41.8K 0.05%
412
175
$41.6K 0.04%
195
-30
5 6
7
8 9