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
1
$33.1M 12.93%
71,967
-1,491
2
$16.3M 6.35%
28,179
-131
3
$10.1M 3.95%
120,867
-5,429
4
$6.79M 2.65%
15,777
-1,855
5
$4.48M 1.75%
19,234
-2,825
6
$4.28M 1.67%
68,647
-1,611
7
$4.19M 1.63%
23,008
-1,710
8
$3.52M 1.37%
114,029
+110,999
9
$3.5M 1.37%
41,786
+40,289
10
$3.32M 1.3%
22,566
+13,689
11
$3.28M 1.28%
45,700
+628
12
$3.08M 1.2%
19,023
+11,965
13
$2.98M 1.17%
7,631
+69
14
$2.82M 1.1%
53,044
+2,746
15
$2.74M 1.07%
4,788
-54
16
$2.71M 1.06%
36,685
+31,185
17
$2.66M 1.04%
53,578
+24,386
18
$2.58M 1.01%
22,706
-1,367
19
$2.46M 0.96%
27,324
-360
20
$2.45M 0.96%
13,168
-1,921
21
$2.28M 0.89%
7,476
+40
22
$2.27M 0.89%
5,603
-1,253
23
$2.25M 0.88%
47,047
-1,629
24
$2.23M 0.87%
19,072
-538
25
$2.21M 0.86%
54,352
+440
1
2 3 4 5