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
$106M
AUM Growth
+$2.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$438K
2
+$179K
3
+$150K
4
PG icon
Procter & Gamble
PG
+$126K
5
LNTH icon
Lantheus
LNTH
+$119K

Top Sells

1
+$479K
2
+$222K
3
+$214K
4
AMGN icon
Amgen
AMGN
+$149K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$146K

Sector Composition

1 Financials 27.61%
2 Technology 12.48%
3 Industrials 9.26%
4 Healthcare 8.78%
5 Consumer Discretionary 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$15.7K 0.01%
66
202
$15.7K 0.01%
155
203
$13.9K 0.01%
105
204
$13.8K 0.01%
505
205
$13.7K 0.01%
165
206
$12.7K 0.01%
1,135
207
$12.7K 0.01%
100
208
$12.6K 0.01%
101
209
$12.1K 0.01%
225
210
$11.5K 0.01%
60
211
$11.3K 0.01%
75
212
$10.5K 0.01%
55
213
$10.2K 0.01%
15
214
$9.94K 0.01%
200
215
$9.23K 0.01%
20
216
$8.39K 0.01%
190
217
$8.24K 0.01%
401
218
$7.34K 0.01%
79
219
$7.04K 0.01%
90
220
$6.33K 0.01%
31
221
$4.97K ﹤0.01%
80
222
$2.5K ﹤0.01%
7
223
$1.73K ﹤0.01%
13
224
$1.4K ﹤0.01%
145
225
$256 ﹤0.01%
100
7 8
9
10 11