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
$257M
AUM Growth
+$758K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
421
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$1.85M
3
+$1.8M
4
HPQ icon
HP
HPQ
+$1.63M
5
TROW icon
T. Rowe Price
TROW
+$1.61M

Top Sells

1
+$1.84M
2
+$1.81M
3
+$1.68M
4
ED icon
Consolidated Edison
ED
+$1.58M
5
LYB icon
LyondellBasell Industries
LYB
+$1.14M

Sector Composition

1 Financials 19.75%
2 Technology 13.54%
3 Consumer Discretionary 7.15%
4 Consumer Staples 6.48%
5 Healthcare 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$200K 0.08%
3,713
-155
177
$198K 0.08%
2,532
-105
178
$198K 0.08%
1,480
-10
179
$197K 0.08%
2,519
+133
180
$194K 0.08%
715
-5
181
$191K 0.07%
815
-25
182
$187K 0.07%
678
183
$187K 0.07%
297
184
$186K 0.07%
570
-10
185
$186K 0.07%
326
+10
186
$184K 0.07%
2,175
-115
187
$182K 0.07%
341
-5
188
$177K 0.07%
1,550
189
$170K 0.07%
2,188
190
$169K 0.07%
2,682
-10
191
$168K 0.07%
950
192
$165K 0.06%
2,214
-1,035
193
$165K 0.06%
669
194
$163K 0.06%
155
+10
195
$160K 0.06%
2,576
-5
196
$157K 0.06%
2,944
-100
197
$156K 0.06%
946
-10
198
$156K 0.06%
+5,600
199
$152K 0.06%
1,154
200
$150K 0.06%
710
6 7
8
9 10