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
251
$37.7K 0.02%
+68
252
$37.1K 0.01%
+678
253
$36.1K 0.01%
+1,000
254
$35.5K 0.01%
+834
255
$34.8K 0.01%
+450
256
$34.8K 0.01%
+236
257
$34.6K 0.01%
+400
258
$34.3K 0.01%
+368
259
$33.8K 0.01%
+139
260
$33.5K 0.01%
+1,727
261
$32.9K 0.01%
+930
262
$32.9K 0.01%
+210
263
$32.8K 0.01%
+294
264
$31.3K 0.01%
+235
265
$31.1K 0.01%
+289
266
$31.1K 0.01%
+218
267
$30.9K 0.01%
+99
268
$30.7K 0.01%
+382
269
$30.5K 0.01%
+1,135
270
$29.6K 0.01%
+352
271
$29.4K 0.01%
+2,040
272
$28.7K 0.01%
+400
273
$28.6K 0.01%
+62
274
$28.5K 0.01%
+2,000
275
$26.9K 0.01%
+415