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
$256M
AUM Growth
+$8.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$3.37M
3
+$2.3M
4
CVX icon
Chevron
CVX
+$2.02M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.94M

Top Sells

1
+$3.38M
2
+$2.98M
3
+$2.23M
4
NVDA icon
NVIDIA
NVDA
+$1.57M
5
COMT icon
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
+$1.23M

Sector Composition

1 Financials 19.37%
2 Technology 12.33%
3 Healthcare 6.63%
4 Consumer Discretionary 6.2%
5 Consumer Staples 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$166K 0.06%
1,441
-295
202
$163K 0.06%
346
-58
203
$160K 0.06%
461
+352
204
$157K 0.06%
638
-61
205
$156K 0.06%
1,154
-17
206
$156K 0.06%
316
-50
207
$155K 0.06%
710
208
$152K 0.06%
6,765
209
$152K 0.06%
2,111
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210
$151K 0.06%
145
-5
211
$145K 0.06%
767
212
$144K 0.06%
6,177
+1,885
213
$143K 0.06%
931
214
$143K 0.06%
1,600
215
$143K 0.06%
8,128
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216
$143K 0.06%
731
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217
$141K 0.06%
330
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218
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173
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219
$138K 0.05%
3,455
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220
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529
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221
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580
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222
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4,550
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223
$133K 0.05%
446
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224
$132K 0.05%
409
-52
225
$131K 0.05%
475
7 8
9
10 11