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Home > Institutional Investor > United Community Bank > Profile

Instuitional Investor - United Community Bank

Fund Profile
Filing Period:
Fund Name: United Community Bank
Portfolio Value $268,392,481
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 70,459 $37,525,054 13.98%
2.
Ishares Trust
 IEF 27,844 $15,645,544 5.83%
3.
Ishares Trust
 VLUE 111,107 $9,080,775 3.38%
4.
Microsoft Corp
 MSFT 16,650 $6,250,244 2.33%
5.
Apple Inc.
 AAPL 18,127 $4,026,551 1.5%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)