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
$248M
AUM Growth
-$9.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.72M
3
+$1.24M
4
ADP icon
Automatic Data Processing
ADP
+$1.06M
5
DOW icon
Dow Inc
DOW
+$1.04M

Top Sells

1
+$5.72M
2
+$2.42M
3
+$1.95M
4
VZ icon
Verizon
VZ
+$1.94M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.55M

Sector Composition

1 Financials 18.47%
2 Technology 13.42%
3 Industrials 6.39%
4 Healthcare 6.24%
5 Consumer Discretionary 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$225K 0.09%
+2,521
177
$220K 0.09%
335
178
$220K 0.09%
3,050
-265
179
$219K 0.09%
+4,183
180
$214K 0.09%
366
-10
181
$212K 0.09%
1,160
+50
182
$210K 0.08%
1,636
-187
183
$207K 0.08%
2,683
+316
184
$206K 0.08%
3,552
+422
185
$205K 0.08%
1,470
-60
186
$204K 0.08%
1,030
-27
187
$195K 0.08%
3,550
188
$194K 0.08%
905
-30
189
$194K 0.08%
4,086
-225
190
$191K 0.08%
2,550
-287
191
$189K 0.08%
2,762
-1,818
192
$185K 0.07%
1,736
-1,366
193
$183K 0.07%
775
-10
194
$179K 0.07%
1,015
-35
195
$178K 0.07%
1,944
-1,246
196
$176K 0.07%
3,564
197
$173K 0.07%
5,498
198
$173K 0.07%
404
-5
199
$172K 0.07%
1,728
-1,087
200
$172K 0.07%
615
-15
6 7
8
9 10