UCB
United Community Bank Portfolio holdings
AUM $292M
1-Year Return
16.39%
This Quarter Return
+9.13%
1 Year Return
+16.39%
3 Year Return
+60.35%
5 Year Return
–
10 Year Return
–
AUM
$236M
AUM Growth
+$32M
(+16%)
Cap. Flow
+$15.2M
Cap. Flow
% of AUM
6.43%
Top 10 Holdings %
Top 10 Hldgs %
34.36%
Holding
373
New
35
Increased
81
Reduced
109
Closed
7
Top Buys
| 1 |
Apple
AAPL
|
+$2.02M |
| 2 |
Costco
COST
|
+$1.63M |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$1.44M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$1.34M |
| 5 |
Automatic Data Processing
ADP
|
+$1.12M |
Top Sells
Sector Composition
| 1 | Financials | 18.44% |
| 2 | Technology | 12.58% |
| 3 | Healthcare | 7.02% |
| 4 | Industrials | 6.97% |
| 5 | Consumer Discretionary | 6.53% |
