UCB
United Community Bank Portfolio holdings
AUM $292M
1-Year Return
16.39%
This Quarter Return
+9.71%
1 Year Return
+16.39%
3 Year Return
+60.35%
5 Year Return
–
10 Year Return
–
AUM
$100M
AUM Growth
–
Cap. Flow
+$100M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
38.59%
Holding
237
New
237
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$14.1M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$7.72M |
| 3 |
Enbridge
ENB
|
+$2.56M |
| 4 |
Pfizer
PFE
|
+$2.46M |
| 5 |
Cisco
CSCO
|
+$2.13M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 20.08% |
| 2 | Technology | 14.16% |
| 3 | Industrials | 10% |
| 4 | Healthcare | 9.16% |
| 5 | Communication Services | 6.91% |
