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
276
$65.4K 0.03%
590
277
$65.3K 0.03%
+794
278
$64.2K 0.03%
284
+164
279
$64K 0.03%
1,400
280
$63.3K 0.03%
1,325
281
$62.8K 0.03%
775
282
$62.7K 0.03%
215
283
$60.8K 0.03%
2,076
284
$60.1K 0.03%
3,500
285
$59.8K 0.03%
376
286
$58.1K 0.02%
535
287
$56.2K 0.02%
+500
288
$52.7K 0.02%
1,884
289
$49K 0.02%
100
290
$48.6K 0.02%
580
291
$48K 0.02%
561
292
$46.7K 0.02%
1,147
293
$45.8K 0.02%
600
294
$42.5K 0.02%
+1,100
295
$42.4K 0.02%
273
296
$42.1K 0.02%
362
297
$40.9K 0.02%
950
298
$40.6K 0.02%
+500
299
$38.2K 0.02%
1,100
300
$34.5K 0.01%
+600
10 11
12
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