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
$268M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$2.11M
3
+$2.04M
4
T icon
AT&T
T
+$1.98M
5
GPC icon
Genuine Parts
GPC
+$1.89M

Top Sells

1
+$2.27M
2
+$2.18M
3
+$1.97M
4
GIS icon
General Mills
GIS
+$1.93M
5
KO icon
Coca-Cola
KO
+$1.92M

Sector Composition

1 Financials 21.65%
2 Technology 11.87%
3 Healthcare 7.19%
4 Consumer Discretionary 6.47%
5 Consumer Staples 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$283K 0.11%
6,878
+775
152
$275K 0.1%
835
+74
153
$273K 0.1%
1,005
+157
154
$272K 0.1%
2,275
-353
155
$268K 0.1%
1,127
+38
156
$268K 0.1%
2,093
+75
157
$258K 0.1%
438
158
$257K 0.1%
+13,060
159
$256K 0.1%
+11,520
160
$256K 0.1%
+11,170
161
$256K 0.1%
3,607
+187
162
$254K 0.09%
1,925
+252
163
$248K 0.09%
368
+42
164
$239K 0.09%
536
+93
165
$238K 0.09%
1,926
+90
166
$238K 0.09%
12,350
+975
167
$234K 0.09%
5,370
+185
168
$234K 0.09%
1,010
169
$229K 0.09%
758
+80
170
$226K 0.08%
+6,835
171
$226K 0.08%
4,265
+138
172
$223K 0.08%
1,914
+85
173
$222K 0.08%
3,730
174
$220K 0.08%
1,423
-14,709
175
$217K 0.08%
+836
5 6
7
8 9