UCB

United Community Bank Portfolio holdings

AUM $264M
1-Year Est. Return 17.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$292M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$10.7M
3
+$1.69M
4
AVB icon
AvalonBay Communities
AVB
+$1.57M
5
BMY icon
Bristol-Myers Squibb
BMY
+$1.47M

Top Sells

1
+$1.66M
2
+$1.53M
3
+$1.11M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$813K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$742K

Sector Composition

1 Financials 19.24%
2 Technology 12.48%
3 Healthcare 6.47%
4 Consumer Discretionary 6.27%
5 Communication Services 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$237K 0.08%
3,444
+128
177
$236K 0.08%
2,628
-204
178
$231K 0.08%
3,150
+34
179
$228K 0.08%
3,165
+35
180
$226K 0.08%
840
+25
181
$224K 0.08%
406
+116
182
$224K 0.08%
2,793
+35
183
$222K 0.08%
1,001
+231
184
$214K 0.07%
570
+5
185
$210K 0.07%
2,295
+120
186
$210K 0.07%
724
-34
187
$207K 0.07%
1,420
-3
188
$202K 0.07%
2,010
189
$201K 0.07%
2,699
+43
190
$201K 0.07%
689
-454
191
$197K 0.07%
369
+10
192
$196K 0.07%
1,488
-776
193
$196K 0.07%
715
+5
194
$184K 0.06%
2,319
-54
195
$184K 0.06%
1,120
+50
196
$181K 0.06%
915
+10
197
$180K 0.06%
3,850
+40
198
$173K 0.06%
2,098
-30
199
$170K 0.06%
2,486
+375
200
$169K 0.06%
415
+95
6 7
8
9 10