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
$278M
AUM Growth
+$9.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
406
New
Increased
Reduced
Closed

Top Buys

1
+$724K
2
+$711K
3
+$478K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$435K
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$415K

Top Sells

1
+$730K
2
+$632K
3
+$589K
4
NUE icon
Nucor
NUE
+$571K
5
PNC icon
PNC Financial Services
PNC
+$503K

Sector Composition

1 Technology 14.07%
2 Financials 7.84%
3 Healthcare 6.33%
4 Consumer Discretionary 4.77%
5 Industrials 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$49.5K 0.02%
85
227
$47K 0.02%
2,875
228
$47K 0.02%
163
-20
229
$46K 0.02%
74
230
$45.7K 0.02%
205
231
$44.9K 0.02%
382
232
$44.7K 0.02%
400
233
$44.5K 0.02%
925
234
$43.8K 0.02%
675
235
$43.6K 0.02%
900
236
$43.6K 0.02%
466
-17
237
$41.7K 0.02%
305
238
$41K 0.01%
178
-286
239
$40.9K 0.01%
81
240
$40.3K 0.01%
700
241
$39.3K 0.01%
834
242
$38.9K 0.01%
100
243
$37.3K 0.01%
59
244
$35.4K 0.01%
400
245
$35.4K 0.01%
425
246
$34.7K 0.01%
210
247
$34.2K 0.01%
2,040
248
$33.8K 0.01%
325
-432
249
$33.2K 0.01%
2,440
250
$31.8K 0.01%
200
8 9
10
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