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
$114M
AUM Growth
+$8.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$702K
3
+$612K
4
QCOM icon
Qualcomm
QCOM
+$429K
5
APD icon
Air Products & Chemicals
APD
+$425K

Top Sells

1
+$1.08M
2
+$850K
3
+$663K
4
MA icon
Mastercard
MA
+$572K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$538K

Sector Composition

1 Financials 28.81%
2 Technology 12.91%
3 Industrials 9.14%
4 Healthcare 8.71%
5 Consumer Discretionary 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$56.3K 0.05%
510
+75
177
$53.5K 0.05%
121
178
$50K 0.04%
495
+300
179
$49.5K 0.04%
2,925
180
$47.7K 0.04%
715
181
$42.2K 0.04%
200
182
$39.8K 0.03%
900
+275
183
$39.8K 0.03%
362
184
$38.4K 0.03%
273
185
$34.7K 0.03%
+180
186
$29.5K 0.03%
213
187
$27.4K 0.02%
582
188
$27.3K 0.02%
90
189
$26.8K 0.02%
118
190
$25.9K 0.02%
306
191
$24.1K 0.02%
532
-100
192
$22.6K 0.02%
100
193
$21K 0.02%
93
194
$20.7K 0.02%
247
195
$19.9K 0.02%
490
196
$19.9K 0.02%
160
197
$19.3K 0.02%
+450
198
$18.7K 0.02%
+102
199
$18.4K 0.02%
40
200
$17.9K 0.02%
245
6 7
8
9 10