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
176
$215K 0.09%
1,060
177
$210K 0.09%
1,519
+6
178
$210K 0.09%
2,743
-45
179
$209K 0.09%
1,056
-45
180
$209K 0.09%
430
-391
181
$209K 0.09%
3,176
182
$207K 0.09%
2,063
+8
183
$206K 0.09%
1,530
184
$204K 0.09%
4,135
185
$202K 0.09%
371
+5
186
$200K 0.08%
2,842
+109
187
$199K 0.08%
3,622
188
$197K 0.08%
5,239
189
$195K 0.08%
4,064
190
$194K 0.08%
3,008
+46
191
$187K 0.08%
626
+5
192
$185K 0.08%
1,985
+127
193
$185K 0.08%
6,211
+50
194
$178K 0.08%
5,915
+140
195
$177K 0.07%
1,751
+10
196
$172K 0.07%
3,062
-3
197
$170K 0.07%
1,120
+25
198
$169K 0.07%
4,672
-66
199
$165K 0.07%
804
200
$165K 0.07%
6,084
-294
6 7
8
9 10