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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 $236,142,443
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 77,838 $27,761,702 11.75%
2.
Ishares Trust
 IEF 28,681 $13,698,905 5.8%
3.
Ishares Trust
 IEF 136,323 $10,271,941 4.34%
4.
Microsoft Corp
 MSFT 19,126 $7,192,144 3.04%
5.
Vanguard Extended Market Index
 28,055 $4,612,805 1.95%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)