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
$95.8M
AUM Growth
+$2.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$6.16M
2
+$232K
3
+$126K
4
LLY icon
Eli Lilly
LLY
+$110K
5
MA icon
Mastercard
MA
+$104K

Top Sells

1
+$143K
2
+$84.1K
3
+$66.5K
4
IFRA icon
iShares US Infrastructure ETF
IFRA
+$61.2K
5
MCHI icon
iShares MSCI China ETF
MCHI
+$60.6K

Sector Composition

1 Financials 26.28%
2 Technology 11.5%
3 Industrials 8.92%
4 Healthcare 8.88%
5 Utilities 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$65.5K 0.07%
519
+344
152
$64.2K 0.07%
245
153
$62.9K 0.07%
1,634
154
$62.2K 0.06%
770
155
$61.5K 0.06%
715
156
$60.6K 0.06%
1,475
157
$59.5K 0.06%
557
+95
158
$59.4K 0.06%
644
+180
159
$59.2K 0.06%
376
160
$57.9K 0.06%
161
+40
161
$57.2K 0.06%
281
+35
162
$56.9K 0.06%
1,940
163
$56.3K 0.06%
585
+120
164
$55.5K 0.06%
482
+115
165
$55.3K 0.06%
1,200
166
$54.9K 0.06%
+675
167
$53.6K 0.06%
1,210
168
$53.4K 0.06%
419
+40
169
$52.9K 0.06%
215
+5
170
$51.8K 0.05%
+1,635
171
$50.7K 0.05%
260
+65
172
$50K 0.05%
520
173
$49.8K 0.05%
1,365
+875
174
$49.8K 0.05%
1,126
+80
175
$44.7K 0.05%
495
+160
5 6
7
8 9