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
326
$16K 0.01%
650
327
$15.6K 0.01%
389
328
$14K 0.01%
400
329
$13.7K 0.01%
380
330
$13.7K 0.01%
205
331
$13.5K 0.01%
265
332
$13.5K 0.01%
101
333
$13.4K 0.01%
110
334
$12.6K 0.01%
60
335
$12.4K 0.01%
55
336
$11.5K ﹤0.01%
50
337
$11.4K ﹤0.01%
15
338
$9.46K ﹤0.01%
150
339
$9.36K ﹤0.01%
20
340
$9.17K ﹤0.01%
248
341
$8.08K ﹤0.01%
218
-507
342
$7.4K ﹤0.01%
100
343
$7.22K ﹤0.01%
+100
344
$7.14K ﹤0.01%
100
345
$6.96K ﹤0.01%
401
346
$6.88K ﹤0.01%
112
-1,813
347
$6.86K ﹤0.01%
150
348
$6.69K ﹤0.01%
31
349
$6.32K ﹤0.01%
25
350
$5.5K ﹤0.01%
80
11 12 13
14
15