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
$248M
AUM Growth
-$9.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.72M
3
+$1.24M
4
ADP icon
Automatic Data Processing
ADP
+$1.06M
5
DOW icon
Dow Inc
DOW
+$1.04M

Top Sells

1
+$5.72M
2
+$2.42M
3
+$1.95M
4
VZ icon
Verizon
VZ
+$1.94M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.55M

Sector Composition

1 Financials 18.47%
2 Technology 13.42%
3 Industrials 6.39%
4 Healthcare 6.24%
5 Consumer Discretionary 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$172K 0.07%
1,528
+325
202
$171K 0.07%
2,290
203
$168K 0.07%
3,064
+32
204
$168K 0.07%
3,883
-817
205
$163K 0.07%
340
206
$162K 0.07%
+770
207
$159K 0.06%
916
-890
208
$158K 0.06%
699
-104
209
$158K 0.06%
2,188
+32
210
$157K 0.06%
13,578
+501
211
$154K 0.06%
604
-205
212
$153K 0.06%
195
-5
213
$150K 0.06%
951
-32
214
$148K 0.06%
1,839
215
$148K 0.06%
6,765
+235
216
$147K 0.06%
573
-15
217
$147K 0.06%
8,168
-595
218
$146K 0.06%
2,079
+210
219
$145K 0.06%
1,030
-45
220
$144K 0.06%
710
221
$143K 0.06%
+332
222
$143K 0.06%
1,171
223
$137K 0.06%
375
-15
224
$137K 0.06%
+1,645
225
$136K 0.06%
+839
7 8
9
10 11