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

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
301
$31.2K 0.01%
582
302
$30.8K 0.01%
345
303
$29.1K 0.01%
123
304
$28.8K 0.01%
+100
305
$27.8K 0.01%
213
306
$27.6K 0.01%
100
307
$27K 0.01%
+190
308
$26.8K 0.01%
300
309
$26K 0.01%
190
310
$24.9K 0.01%
50
311
$24.4K 0.01%
2,256
312
$24.4K 0.01%
90
313
$24.1K 0.01%
160
314
$22.9K 0.01%
1,550
315
$21.7K 0.01%
295
316
$21.5K 0.01%
145
317
$20.3K 0.01%
321
318
$19.8K 0.01%
1,555
319
$19.2K 0.01%
93
320
$19K 0.01%
187
321
$17.6K 0.01%
103
322
$17.4K 0.01%
225
323
$17.2K 0.01%
230
324
$17.1K 0.01%
155
325
$16.5K 0.01%
66