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
$248M
AUM Growth
-$9.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.72M
3
+$1.24M
4
ADP icon
Automatic Data Processing
ADP
+$1.06M
5
DOW icon
Dow Inc
DOW
+$1.04M

Top Sells

1
+$5.72M
2
+$2.42M
3
+$1.95M
4
VZ icon
Verizon
VZ
+$1.94M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.55M

Sector Composition

1 Financials 18.47%
2 Technology 13.42%
3 Industrials 6.39%
4 Healthcare 6.24%
5 Consumer Discretionary 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$270K 0.11%
2,944
-2,289
152
$268K 0.11%
1,726
-26
153
$266K 0.11%
1,579
-19
154
$266K 0.11%
10,696
+35
155
$265K 0.11%
1,455
-259
156
$264K 0.11%
13,265
157
$261K 0.11%
2,550
-500
158
$253K 0.1%
541
+6
159
$251K 0.1%
1,056
+10
160
$249K 0.1%
441
+25
161
$248K 0.1%
2,475
162
$247K 0.1%
6,368
-5,660
163
$244K 0.1%
2,373
-226
164
$244K 0.1%
10,900
+4,654
165
$242K 0.1%
1,920
-93
166
$237K 0.1%
3,995
-95
167
$235K 0.1%
1,745
-263
168
$235K 0.09%
627
-63
169
$234K 0.09%
1,804
-129
170
$234K 0.09%
3,000
-612
171
$232K 0.09%
3,552
-70
172
$230K 0.09%
6,706
+3,598
173
$227K 0.09%
9,033
-5,981
174
$227K 0.09%
2,333
+332
175
$226K 0.09%
3,560
-738
5 6
7
8 9