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
51
$1.26M 0.53%
5,410
+4,813
52
$1.23M 0.52%
31,392
53
$1.21M 0.51%
48,221
-5,825
54
$1.19M 0.51%
2,050
-410
55
$1.18M 0.5%
23,730
-260
56
$1.15M 0.49%
2,412
-102
57
$1.08M 0.46%
1,802
+227
58
$1.03M 0.44%
290
-11
59
$1.01M 0.43%
+1,240
60
$1.01M 0.43%
+29,028
61
$991K 0.42%
2,102
+692
62
$988K 0.42%
22,522
+20,032
63
$979K 0.41%
10,411
+81
64
$976K 0.41%
3,749
-47
65
$970K 0.41%
8,811
-49
66
$960K 0.41%
5,840
+4,954
67
$959K 0.41%
57,159
+48,265
68
$947K 0.4%
6,465
-492
69
$936K 0.4%
15,405
-98
70
$925K 0.39%
3,997
-143
71
$907K 0.38%
13,180
-460
72
$843K 0.36%
+4,502
73
$841K 0.36%
5,144
+42
74
$839K 0.36%
15,969
-126
75
$824K 0.35%
8,470
-126
1 2
3
4 5