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
$103M
AUM Growth
+$7.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$479K
3
+$178K
4
MET icon
MetLife
MET
+$167K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$146K

Top Sells

1
+$1.37M
2
+$903K
3
+$460K
4
VB icon
Vanguard Small-Cap ETF
VB
+$451K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$389K

Sector Composition

1 Financials 28.11%
2 Technology 11.67%
3 Healthcare 9.61%
4 Industrials 9.08%
5 Consumer Discretionary 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$45.9K 0.04%
254
177
$43.4K 0.04%
412
178
$42.7K 0.04%
1,131
+5
179
$42.6K 0.04%
500
-85
180
$41.7K 0.04%
+3,759
181
$38.9K 0.04%
70
+10
182
$38.6K 0.04%
121
183
$38.1K 0.04%
200
184
$37.9K 0.04%
273
185
$37.8K 0.04%
475
186
$32.9K 0.03%
+430
187
$30.3K 0.03%
+108
188
$29.6K 0.03%
+2,850
189
$29.5K 0.03%
+1,596
190
$29.4K 0.03%
355
191
$29.1K 0.03%
118
192
$28.9K 0.03%
632
193
$28.1K 0.03%
625
+100
194
$27.9K 0.03%
582
195
$27.3K 0.03%
213
196
$26.5K 0.03%
+1,000
197
$24.3K 0.02%
+635
198
$24K 0.02%
+1,400
199
$22.5K 0.02%
141
200
$21.6K 0.02%
90
6 7
8
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