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
$236M
AUM Growth
+$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.63M
3
+$1.44M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.34M
5
ADP icon
Automatic Data Processing
ADP
+$1.12M

Top Sells

1
+$1.18M
2
+$1.09M
3
+$671K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$623K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$490K

Sector Composition

1 Financials 18.44%
2 Technology 12.58%
3 Healthcare 7.02%
4 Industrials 6.97%
5 Consumer Discretionary 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$92.7K 0.04%
544
252
$88K 0.04%
1,420
253
$87.9K 0.04%
1,835
254
$87.5K 0.04%
1,431
+20
255
$87.4K 0.04%
2,856
-60
256
$87K 0.04%
105
257
$85.4K 0.04%
4,450
258
$85K 0.04%
1,634
259
$83.7K 0.04%
2,700
260
$82.2K 0.03%
+738
261
$81.2K 0.03%
1,110
262
$79.9K 0.03%
997
+34
263
$78.2K 0.03%
1,475
264
$77.2K 0.03%
950
+11
265
$75.5K 0.03%
950
+15
266
$74.5K 0.03%
+2,079
267
$74.3K 0.03%
+1,843
268
$73.4K 0.03%
2,281
269
$73K 0.03%
662
+10
270
$70.8K 0.03%
615
+135
271
$70.5K 0.03%
3,041
+46
272
$69.7K 0.03%
570
273
$67K 0.03%
221
274
$67K 0.03%
2,648
275
$67K 0.03%
245
9 10
11
12 13