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
$92.9M
AUM Growth
-$7.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$1.1M
3
+$901K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$541K
5
VTV icon
Vanguard Value ETF
VTV
+$491K

Top Sells

1
+$490K
2
+$252K
3
+$232K
4
ALGN icon
Align Technology
ALGN
+$222K
5
LOW icon
Lowe's Companies
LOW
+$190K

Sector Composition

1 Financials 21.11%
2 Technology 12.18%
3 Industrials 9.59%
4 Healthcare 9.26%
5 Utilities 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$40.3K 0.04%
110
+40
177
$39.9K 0.04%
465
-415
178
$39.5K 0.04%
121
179
$39.4K 0.04%
335
+55
180
$38.7K 0.04%
1,046
+79
181
$37.4K 0.04%
315
182
$37.2K 0.04%
273
183
$36.5K 0.04%
348
+80
184
$35.3K 0.04%
375
185
$34.8K 0.04%
869
+25
186
$34.2K 0.04%
335
+95
187
$30.3K 0.03%
2,000
188
$27.4K 0.03%
355
189
$27.3K 0.03%
200
-365
190
$27.3K 0.03%
60
+20
191
$26.8K 0.03%
118
+20
192
$26.5K 0.03%
475
193
$26.4K 0.03%
632
194
$26K 0.03%
582
195
$25.9K 0.03%
365
196
$25.5K 0.03%
45
197
$25.2K 0.03%
175
198
$24.7K 0.03%
141
199
$24.2K 0.03%
115
+25
200
$23.4K 0.03%
135
+35
6 7
8
9 10