UCB
United Community Bank Portfolio holdings
AUM $292M
1-Year Return
16.39%
This Quarter Return
+10.17%
1 Year Return
+16.39%
3 Year Return
+60.35%
5 Year Return
–
10 Year Return
–
AUM
$257M
AUM Growth
+$21.3M
(+9%)
Cap. Flow
+$906K
Cap. Flow
% of AUM
0.35%
Top 10 Holdings %
Top 10 Hldgs %
36.47%
Holding
384
New
18
Increased
117
Reduced
136
Closed
28
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$5.17M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$2.08M |
| 3 |
iShares National Muni Bond ETF
MUB
|
+$1.77M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$1.34M |
| 5 |
VanEck Morningstar Wide Moat ETF
MOAT
|
+$1.33M |
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$1.98M |
| 2 |
Apple
AAPL
|
+$1.73M |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$1.49M |
| 4 |
Amazon
AMZN
|
+$1.31M |
| 5 |
Automatic Data Processing
ADP
|
+$1.15M |
Sector Composition
| 1 | Financials | 18.05% |
| 2 | Technology | 11.32% |
| 3 | Industrials | 6.89% |
| 4 | Healthcare | 6.63% |
| 5 | Consumer Discretionary | 5.99% |
