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
$95.8M
AUM Growth
+$2.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$6.16M
2
+$232K
3
+$126K
4
LLY icon
Eli Lilly
LLY
+$110K
5
MA icon
Mastercard
MA
+$104K

Top Sells

1
+$143K
2
+$84.1K
3
+$66.5K
4
IFRA icon
iShares US Infrastructure ETF
IFRA
+$61.2K
5
MCHI icon
iShares MSCI China ETF
MCHI
+$60.6K

Sector Composition

1 Financials 26.28%
2 Technology 11.5%
3 Industrials 8.92%
4 Healthcare 8.88%
5 Utilities 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$41.5K 0.04%
+254
177
$40.8K 0.04%
543
+195
178
$39.6K 0.04%
412
179
$37.2K 0.04%
121
180
$35.2K 0.04%
273
181
$31K 0.03%
80
-112
182
$30.3K 0.03%
110
183
$29.5K 0.03%
475
184
$29.4K 0.03%
60
185
$27.8K 0.03%
335
186
$26.4K 0.03%
355
187
$25.5K 0.03%
632
188
$25.1K 0.03%
582
189
$24.7K 0.03%
118
190
$24.3K 0.03%
2,000
191
$24.2K 0.03%
200
192
$22.6K 0.02%
+213
193
$22.5K 0.02%
365
194
$22.4K 0.02%
+257
195
$21.4K 0.02%
215
196
$21.3K 0.02%
141
197
$21.1K 0.02%
135
198
$20.8K 0.02%
+293
199
$19.5K 0.02%
525
200
$18.9K 0.02%
640
6 7
8
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