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
$106M
AUM Growth
+$2.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$438K
2
+$179K
3
+$150K
4
PG icon
Procter & Gamble
PG
+$126K
5
LNTH icon
Lantheus
LNTH
+$119K

Top Sells

1
+$479K
2
+$222K
3
+$214K
4
AMGN icon
Amgen
AMGN
+$149K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$146K

Sector Composition

1 Financials 27.61%
2 Technology 12.48%
3 Industrials 9.26%
4 Healthcare 8.78%
5 Consumer Discretionary 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$36.2K 0.03%
500
177
$29.4K 0.03%
625
178
$28.2K 0.03%
632
179
$28.1K 0.03%
213
180
$26.2K 0.02%
582
181
$25K 0.02%
118
182
$24K 0.02%
306
-169
183
$23.7K 0.02%
90
184
$22.5K 0.02%
136
-674
185
$20.7K 0.02%
100
186
$20.3K 0.02%
293
-412
187
$19.8K 0.02%
490
188
$19.7K 0.02%
93
189
$18.9K 0.02%
40
190
$18.9K 0.02%
140
191
$18.5K 0.02%
245
192
$18.5K 0.02%
160
193
$18.1K 0.02%
247
-1
194
$17.9K 0.02%
195
195
$17.6K 0.02%
180
196
$17.5K 0.02%
94
197
$16.6K 0.02%
220
198
$16.2K 0.02%
163
199
$16.2K 0.02%
465
200
$15.9K 0.02%
103
6 7
8
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