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
$114M
AUM Growth
+$8.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$702K
3
+$612K
4
QCOM icon
Qualcomm
QCOM
+$429K
5
APD icon
Air Products & Chemicals
APD
+$425K

Top Sells

1
+$1.08M
2
+$850K
3
+$663K
4
MA icon
Mastercard
MA
+$572K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$538K

Sector Composition

1 Financials 28.81%
2 Technology 12.91%
3 Industrials 9.14%
4 Healthcare 8.71%
5 Consumer Discretionary 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$90.2K 0.08%
4,450
152
$89.3K 0.08%
195
+40
153
$88K 0.08%
1,406
+115
154
$86.3K 0.08%
815
155
$83.8K 0.07%
+1,200
156
$82.6K 0.07%
115
+10
157
$82.4K 0.07%
158
158
$78.9K 0.07%
100
+30
159
$77.2K 0.07%
466
-5
160
$75.8K 0.07%
1,475
161
$73.3K 0.06%
870
+440
162
$72.7K 0.06%
1,634
163
$72.5K 0.06%
245
164
$71.2K 0.06%
647
+130
165
$70.9K 0.06%
215
166
$69.4K 0.06%
592
+40
167
$68.9K 0.06%
2,076
168
$68.7K 0.06%
600
169
$67.7K 0.06%
585
+55
170
$66.8K 0.06%
900
171
$64K 0.06%
570
172
$63K 0.06%
376
173
$62.8K 0.06%
905
+405
174
$62.3K 0.05%
1,325
175
$57.1K 0.05%
893
+600
5 6
7
8 9