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
$256M
AUM Growth
+$8.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$3.37M
3
+$2.3M
4
CVX icon
Chevron
CVX
+$2.02M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.94M

Top Sells

1
+$3.38M
2
+$2.98M
3
+$2.23M
4
NVDA icon
NVIDIA
NVDA
+$1.57M
5
COMT icon
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
+$1.23M

Sector Composition

1 Financials 19.37%
2 Technology 12.33%
3 Healthcare 6.63%
4 Consumer Discretionary 6.2%
5 Consumer Staples 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$206K 0.08%
+4,127
177
$201K 0.08%
1,490
+20
178
$201K 0.08%
2,038
-335
179
$200K 0.08%
3,535
-460
180
$196K 0.08%
1,027
-3
181
$196K 0.08%
678
+74
182
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2,692
-70
183
$195K 0.08%
1,550
-254
184
$193K 0.08%
3,044
-20
185
$192K 0.08%
920
+15
186
$191K 0.07%
720
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187
$189K 0.07%
2,386
-297
188
$189K 0.07%
3,868
-15
189
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950
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190
$183K 0.07%
7,273
-1,760
191
$181K 0.07%
669
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192
$181K 0.07%
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193
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200
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194
$176K 0.07%
1,605
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195
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+2,581
196
$168K 0.07%
13,578
197
$168K 0.07%
2,188
198
$168K 0.07%
332
199
$166K 0.06%
1,013
+174
200
$166K 0.06%
340
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8
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