UCB
United Community Bank Portfolio holdings
AUM $292M
1-Year Return
16.39%
This Quarter Return
+9.71%
1 Year Return
+16.39%
3 Year Return
+60.35%
5 Year Return
–
10 Year Return
–
AUM
$100M
AUM Growth
–
Cap. Flow
+$100M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
38.59%
Holding
237
New
237
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$14.1M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$7.72M |
| 3 |
Enbridge
ENB
|
+$2.56M |
| 4 |
Pfizer
PFE
|
+$2.46M |
| 5 |
Cisco
CSCO
|
+$2.13M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 20.08% |
| 2 | Technology | 14.16% |
| 3 | Industrials | 10% |
| 4 | Healthcare | 9.16% |
| 5 | Communication Services | 6.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
NNN REIT
NNN
$8.11B
| $9.13K | 0.01% |
+190
| New | +$9.13K |
|
227
American Tower
AMT
$90.1B
| $9.07K | 0.01% |
+31
| New | +$9.07K |
|
228
Eversource Energy
ES
$24.3B
| $8.19K | 0.01% |
+90
| New | +$8.19K |
|
229
Northrop Grumman
NOC
$82.3B
| $7.74K | 0.01% |
+20
| New | +$7.74K |
|
230
Oracle
ORCL
$859B
| $6.89K | 0.01% |
+79
| New | +$6.89K |
|
231
Charter Communications
CHTR
$35.6B
| $4.56K | ﹤0.01% |
+7
| New | +$4.56K |
|
|
DNMR
232
DELISTED
Danimer Scientific, Inc.
DNMR
| $4.26K | ﹤0.01% |
+13
| New | +$4.26K |
|
|
CMED
233
DELISTED
CHINA MEDICAL TECHNOLOGIES, INC SPN ADR
CMED
| $256 | ﹤0.01% |
+100
| New | +$256 |
|