UCB
United Community Bank Portfolio holdings
AUM $292M
1-Year Return
16.39%
This Quarter Return
+0.48%
1 Year Return
+16.39%
3 Year Return
+60.35%
5 Year Return
–
10 Year Return
–
AUM
$248M
AUM Growth
-$9.96M
(-3.9%)
Cap. Flow
-$10.4M
Cap. Flow
% of AUM
-4.19%
Top 10 Holdings %
Top 10 Hldgs %
34.72%
Holding
395
New
39
Increased
75
Reduced
168
Closed
7
Top Buys
| 1 |
Apple
AAPL
|
+$2.05M |
| 2 |
Alphabet (Google) Class C
GOOG
|
+$1.72M |
| 3 |
Amazon
AMZN
|
+$1.24M |
| 4 |
Automatic Data Processing
ADP
|
+$1.06M |
| 5 |
Dow Inc
DOW
|
+$1.04M |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$5.72M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$2.42M |
| 3 |
iShares National Muni Bond ETF
MUB
|
+$1.95M |
| 4 |
Verizon
VZ
|
+$1.94M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$1.55M |
Sector Composition
| 1 | Financials | 18.47% |
| 2 | Technology | 13.42% |
| 3 | Industrials | 6.39% |
| 4 | Healthcare | 6.24% |
| 5 | Consumer Discretionary | 6.22% |
