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
$268M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$2.11M
3
+$2.04M
4
T icon
AT&T
T
+$1.98M
5
GPC icon
Genuine Parts
GPC
+$1.89M

Top Sells

1
+$2.27M
2
+$2.18M
3
+$1.97M
4
GIS icon
General Mills
GIS
+$1.93M
5
KO icon
Coca-Cola
KO
+$1.92M

Sector Composition

1 Financials 21.65%
2 Technology 11.87%
3 Healthcare 7.19%
4 Consumer Discretionary 6.47%
5 Consumer Staples 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$214K 0.08%
217
+62
177
$213K 0.08%
2,231
-67
178
$211K 0.08%
311
+14
179
$210K 0.08%
1,335
-34
180
$209K 0.08%
2,147
+109
181
$207K 0.08%
815
182
$203K 0.08%
3,810
+97
183
$202K 0.08%
2,010
-168
184
$202K 0.08%
710
-5
185
$200K 0.07%
2,175
186
$198K 0.07%
2,758
-960
187
$197K 0.07%
2,571
+357
188
$190K 0.07%
1,326
-340
189
$187K 0.07%
2,373
-146
190
$187K 0.07%
3,116
+172
191
$185K 0.07%
565
-5
192
$184K 0.07%
1,473
-77
193
$182K 0.07%
905
-10
194
$180K 0.07%
2,656
+80
195
$180K 0.07%
770
+101
196
$174K 0.07%
219
+12
197
$174K 0.06%
359
+18
198
$171K 0.06%
3,130
-25
199
$169K 0.06%
1,070
+240
200
$163K 0.06%
691
+53
6 7
8
9 10