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
$114M
AUM Growth
+$8.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$702K
3
+$612K
4
QCOM icon
Qualcomm
QCOM
+$429K
5
APD icon
Air Products & Chemicals
APD
+$425K

Top Sells

1
+$1.08M
2
+$850K
3
+$663K
4
MA icon
Mastercard
MA
+$572K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$538K

Sector Composition

1 Financials 28.81%
2 Technology 12.91%
3 Industrials 9.14%
4 Healthcare 8.71%
5 Consumer Discretionary 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$16.9K 0.01%
155
202
$16.7K 0.01%
103
203
$16.3K 0.01%
140
204
$16.2K 0.01%
66
205
$16K 0.01%
220
206
$15.9K 0.01%
163
207
$15.6K 0.01%
105
208
$15.5K 0.01%
505
209
$14.6K 0.01%
225
210
$12.6K 0.01%
100
211
$12.5K 0.01%
465
212
$12.4K 0.01%
101
213
$12.2K 0.01%
1,135
214
$12.1K 0.01%
55
215
$11.8K 0.01%
205
+5
216
$11.1K 0.01%
60
217
$10.9K 0.01%
15
218
$9.41K 0.01%
79
219
$9.12K 0.01%
20
220
$7.75K 0.01%
401
221
$6.27K 0.01%
80
222
$6.01K 0.01%
31
223
$1.45K ﹤0.01%
145
224
$1.19K ﹤0.01%
13
225
$256 ﹤0.01%
100
6 7 8
9
10