We are live on ! Find out more
FUBT

First United Bank & Trust Portfolio holdings

AUM $308M
1-Year Est. Return 19.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$308M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
429
New
Increased
Reduced
Closed

Top Buys

1
+$560K
2
+$548K
3
+$520K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$502K
5
NXST icon
Nexstar Media Group
NXST
+$474K

Top Sells

1
+$886K
2
+$463K
3
+$403K
4
HYD icon
VanEck High Yield Muni ETF
HYD
+$386K
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$361K

Sector Composition

1 Technology 14.05%
2 Financials 7.78%
3 Consumer Discretionary 4.69%
4 Healthcare 4.48%
5 Industrials 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$53.2K 0.02%
1,162
227
$52.9K 0.02%
109
-10
228
$51.1K 0.02%
208
+20
229
$51.1K 0.02%
367
-903
230
$50.7K 0.02%
+1,581
231
$50K 0.02%
66
+5
232
$49.7K 0.02%
+979
233
$49.4K 0.02%
2,350
234
$49.3K 0.02%
550
-50
235
$47.5K 0.02%
275
-15
236
$47.3K 0.02%
305
237
$46.9K 0.02%
445
-100
238
$46.9K 0.02%
780
-1,420
239
$46.4K 0.02%
68
240
$45.4K 0.01%
340
241
$44.9K 0.01%
361
242
$44.8K 0.01%
750
243
$44.7K 0.01%
400
244
$43.5K 0.01%
216
245
$40K 0.01%
585
246
$39.8K 0.01%
50
247
$39.6K 0.01%
62
248
$39.5K 0.01%
415
+134
249
$39.2K 0.01%
139
-20
250
$39.1K 0.01%
834
8 9
10
11 12