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
$99.9M
AUM Growth
-$131K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$261K
2
+$153K
3
+$147K
4
MDLZ icon
Mondelez International
MDLZ
+$136K
5
MMM icon
3M
MMM
+$101K

Top Sells

1
+$227K
2
+$188K
3
+$184K
4
PG icon
Procter & Gamble
PG
+$135K
5
CERN
Cerner Corp
CERN
+$79.9K

Sector Composition

1 Financials 22.54%
2 Technology 13.14%
3 Industrials 9.99%
4 Healthcare 8.8%
5 Communication Services 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$20.7K 0.02%
93
202
$20.6K 0.02%
+40
203
$20.5K 0.02%
+90
204
$19.4K 0.02%
165
205
$17.7K 0.02%
40
206
$17.7K 0.02%
+210
207
$17.2K 0.02%
94
208
$17.1K 0.02%
163
209
$17K 0.02%
160
210
$16.8K 0.02%
66
211
$16.7K 0.02%
103
212
$16.3K 0.02%
350
-75
213
$16.3K 0.02%
101
214
$15.7K 0.02%
75
215
$15.2K 0.02%
140
216
$15.1K 0.02%
90
217
$14.8K 0.01%
+245
218
$14.6K 0.01%
+470
219
$14.5K 0.01%
+165
220
$14.3K 0.01%
60
221
$13.2K 0.01%
+900
222
$13.1K 0.01%
492
223
$13K 0.01%
110
-45
224
$12.6K 0.01%
+145
225
$12.3K 0.01%
+150
7 8
9
10 11