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
$103M
AUM Growth
+$7.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$479K
3
+$178K
4
MET icon
MetLife
MET
+$167K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$146K

Top Sells

1
+$1.37M
2
+$903K
3
+$460K
4
VB icon
Vanguard Small-Cap ETF
VB
+$451K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$389K

Sector Composition

1 Financials 28.11%
2 Technology 11.67%
3 Healthcare 9.61%
4 Industrials 9.08%
5 Consumer Discretionary 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$19.5K 0.02%
40
202
$19.1K 0.02%
93
203
$19.1K 0.02%
490
-875
204
$19K 0.02%
245
+25
205
$19K 0.02%
+1,500
206
$18.2K 0.02%
180
207
$18.1K 0.02%
+300
208
$18.1K 0.02%
160
209
$17.7K 0.02%
195
210
$17.2K 0.02%
465
-50
211
$17K 0.02%
155
212
$17K 0.02%
220
213
$16.7K 0.02%
100
214
$16.4K 0.02%
66
215
$16.3K 0.02%
+248
216
$16.3K 0.02%
140
-75
217
$16.3K 0.02%
+148
218
$16K 0.02%
1,135
-180
219
$15.8K 0.02%
220
220
$15.8K 0.02%
163
221
$15.8K 0.02%
100
222
$15.6K 0.02%
103
223
$15.5K 0.02%
94
224
$15.2K 0.01%
+1,500
225
$14.9K 0.01%
105
7 8
9
10 11