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
$268M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$2.11M
3
+$2.04M
4
T icon
AT&T
T
+$1.98M
5
GPC icon
Genuine Parts
GPC
+$1.89M

Top Sells

1
+$2.27M
2
+$2.18M
3
+$1.97M
4
GIS icon
General Mills
GIS
+$1.93M
5
KO icon
Coca-Cola
KO
+$1.92M

Sector Composition

1 Financials 21.65%
2 Technology 11.87%
3 Healthcare 7.19%
4 Consumer Discretionary 6.47%
5 Consumer Staples 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$163K 0.06%
2,128
-60
202
$162K 0.06%
981
+31
203
$161K 0.06%
1,450
-30
204
$161K 0.06%
1,441
205
$157K 0.06%
941
-5
206
$155K 0.06%
710
207
$152K 0.06%
1,560
-40
208
$147K 0.05%
3,455
209
$146K 0.05%
1,425
+398
210
$143K 0.05%
837
-573
211
$141K 0.05%
12,598
-340
212
$140K 0.05%
5,600
213
$139K 0.05%
320
-5
214
$138K 0.05%
1,272
-1,260
215
$137K 0.05%
1,714
+1,360
216
$136K 0.05%
1,073
+46
217
$136K 0.05%
290
218
$136K 0.05%
2,002
-2,747
219
$134K 0.05%
816
+90
220
$134K 0.05%
2,226
+618
221
$130K 0.05%
1,047
-589
222
$130K 0.05%
360
223
$129K 0.05%
475
224
$127K 0.05%
866
-1,684
225
$127K 0.05%
970
-184
7 8
9
10 11