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
$257M
AUM Growth
+$758K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
421
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$1.85M
3
+$1.8M
4
HPQ icon
HP
HPQ
+$1.63M
5
TROW icon
T. Rowe Price
TROW
+$1.61M

Top Sells

1
+$1.84M
2
+$1.81M
3
+$1.68M
4
ED icon
Consolidated Edison
ED
+$1.58M
5
LYB icon
LyondellBasell Industries
LYB
+$1.14M

Sector Composition

1 Financials 19.75%
2 Technology 13.54%
3 Consumer Discretionary 7.15%
4 Consumer Staples 6.48%
5 Healthcare 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$261K 0.1%
3,718
+183
152
$251K 0.1%
+1,410
153
$247K 0.1%
2,018
+30
154
$241K 0.09%
3,420
-130
155
$231K 0.09%
11,375
+475
156
$230K 0.09%
1,829
-494
157
$228K 0.09%
438
158
$224K 0.09%
8,953
-1,743
159
$223K 0.09%
355
+20
160
$221K 0.09%
1,636
161
$220K 0.09%
3,510
-10
162
$219K 0.09%
207
+7
163
$218K 0.09%
2,178
-597
164
$215K 0.08%
443
+7
165
$215K 0.08%
1,369
166
$213K 0.08%
4,749
-10
167
$212K 0.08%
1,010
-45
168
$212K 0.08%
2,038
169
$211K 0.08%
3,730
+215
170
$210K 0.08%
761
+300
171
$209K 0.08%
915
-5
172
$209K 0.08%
1,836
-24
173
$207K 0.08%
2,298
174
$205K 0.08%
1,673
-25
175
$204K 0.08%
+1,973
5 6
7
8 9