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
$103M
AUM Growth
+$7.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$479K
3
+$178K
4
MET icon
MetLife
MET
+$167K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$146K

Top Sells

1
+$1.37M
2
+$903K
3
+$460K
4
VB icon
Vanguard Small-Cap ETF
VB
+$451K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$389K

Sector Composition

1 Financials 28.11%
2 Technology 11.67%
3 Healthcare 9.61%
4 Industrials 9.08%
5 Consumer Discretionary 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$67.1K 0.07%
+600
152
$67K 0.06%
199
+89
153
$65.8K 0.06%
+185
154
$64.5K 0.06%
694
+50
155
$64.4K 0.06%
645
-30
156
$64.3K 0.06%
376
157
$63.2K 0.06%
471
158
$63.1K 0.06%
+1,200
159
$62.8K 0.06%
245
160
$62.2K 0.06%
1,325
+125
161
$62K 0.06%
256
-25
162
$60.8K 0.06%
517
+35
163
$60.3K 0.06%
155
+75
164
$59.7K 0.06%
419
165
$58.5K 0.06%
5,306
+50
166
$57.4K 0.06%
215
167
$56.9K 0.06%
275
+15
168
$55.9K 0.05%
630
+110
169
$54.2K 0.05%
530
+35
170
$53.4K 0.05%
+1,067
171
$51.8K 0.05%
+570
172
$50.9K 0.05%
715
173
$50.9K 0.05%
435
+100
174
$50.7K 0.05%
705
+412
175
$49.6K 0.05%
+374
5 6
7
8 9