FUBT

First United Bank & Trust Portfolio holdings

AUM $308M
1-Year Est. Return 14.95%
This Quarter Est. Return
1 Year Est. Return
+14.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$250M
AUM Growth
+$35.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
442
New
Increased
Reduced
Closed

Top Buys

1
+$842K
2
+$743K
3
+$701K
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$597K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$392K

Top Sells

1
+$14M
2
+$1.23M
3
+$534K
4
EW icon
Edwards Lifesciences
EW
+$504K
5
BMY icon
Bristol-Myers Squibb
BMY
+$373K

Sector Composition

1 Technology 13.58%
2 Financials 7.1%
3 Healthcare 6.77%
4 Industrials 5.33%
5 Consumer Discretionary 5.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$53.1K 0.02%
+1,320
227
$53K 0.02%
+704
228
$50.1K 0.02%
+548
229
$50.1K 0.02%
+461
230
$49K 0.02%
+100
231
$48.5K 0.02%
+498
232
$48.1K 0.02%
+85
233
$46.3K 0.02%
+74
234
$45.9K 0.02%
+339
235
$45.2K 0.02%
+279
236
$45.1K 0.02%
+1,750
237
$45K 0.02%
+178
238
$44.7K 0.02%
+750
239
$43.7K 0.02%
+150
240
$43.4K 0.02%
+192
241
$43.3K 0.02%
+1,043
242
$43.2K 0.02%
+228
243
$41.8K 0.02%
+414
244
$41.7K 0.02%
+218
245
$41.4K 0.02%
+500
246
$40.3K 0.02%
+425
247
$40K 0.02%
+825
248
$38.8K 0.02%
+900
249
$38.5K 0.02%
+432
250
$38.1K 0.02%
+500
8 9
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