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
$95.8M
AUM Growth
+$2.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1 +$6.16M
2 +$232K
3 +$126K
4
LLY icon
Eli Lilly
LLY
+$110K
5
MA icon
Mastercard
MA
+$104K

Top Sells

1 +$143K
2 +$84.1K
3 +$66.5K
4
IFRA icon
iShares US Infrastructure ETF
IFRA
+$61.2K
5
MCHI icon
iShares MSCI China ETF
MCHI
+$60.6K

Sector Composition

1 Financials 26.28%
2 Technology 11.5%
3 Industrials 8.92%
4 Healthcare 8.88%
5 Utilities 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$17.3K 0.02%
1,315
202
$17.1K 0.02%
240
203
$16.6K 0.02%
515
204
$16.5K 0.02%
90
205
$16.5K 0.02%
220
206
$16.2K 0.02%
93
207
$15.7K 0.02%
163
208
$15.5K 0.02%
160
209
$15.5K 0.02%
40
210
$15.2K 0.02%
100
211
$15.2K 0.02%
225
212
$15K 0.02%
155
213
$14.9K 0.02%
100
214
$14.8K 0.02%
195
215
$14.8K 0.02%
66
216
$14.7K 0.02%
180
217
$14.5K 0.02%
94
218
$14.2K 0.01%
105
219
$13.9K 0.01%
103
220
$13.6K 0.01%
165
221
$13.4K 0.01%
220
222
$12.4K 0.01%
492
223
$12.4K 0.01%
+220
224
$11.6K 0.01%
75
225
$10.6K 0.01%
60