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
$99.9M
AUM Growth
-$131K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$261K
2
+$153K
3
+$147K
4
MDLZ icon
Mondelez International
MDLZ
+$136K
5
MMM icon
3M
MMM
+$101K

Top Sells

1
+$227K
2
+$188K
3
+$184K
4
PG icon
Procter & Gamble
PG
+$135K
5
CERN
Cerner Corp
CERN
+$79.9K

Sector Composition

1 Financials 22.54%
2 Technology 13.14%
3 Industrials 9.99%
4 Healthcare 8.8%
5 Communication Services 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$41.2K 0.04%
880
177
$40K 0.04%
+280
178
$38.4K 0.04%
121
179
$38K 0.04%
287
180
$37.5K 0.04%
268
+25
181
$37.3K 0.04%
303
182
$36K 0.04%
64
183
$35.9K 0.04%
482
184
$35.8K 0.04%
967
+5
185
$34.5K 0.03%
365
186
$33.8K 0.03%
141
187
$33.2K 0.03%
355
188
$33K 0.03%
632
189
$32.3K 0.03%
240
-30
190
$31.9K 0.03%
70
-15
191
$31.5K 0.03%
582
192
$29.6K 0.03%
360
193
$28.8K 0.03%
475
194
$28K 0.03%
98
+50
195
$27.5K 0.03%
45
196
$26.7K 0.03%
175
-881
197
$23.9K 0.02%
100
198
$22.6K 0.02%
490
199
$22.6K 0.02%
90
200
$20.7K 0.02%
+100
6 7
8
9 10