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
$270M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$1.42M
3
+$1.17M
4
EW icon
Edwards Lifesciences
EW
+$681K
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$642K

Top Sells

1
+$365K
2
+$297K
3
+$240K
4
ESG icon
FlexShares STOXX US ESG Select Index Fund
ESG
+$223K
5
BMY icon
Bristol-Myers Squibb
BMY
+$210K

Sector Composition

1 Technology 14.11%
2 Financials 7.46%
3 Healthcare 6.8%
4 Consumer Discretionary 5.11%
5 Industrials 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$43.6K 0.02%
700
-50
252
$43.4K 0.02%
484
+52
253
$42.6K 0.02%
425
254
$42.2K 0.02%
205
-23
255
$41.4K 0.02%
825
256
$40K 0.01%
414
257
$39.6K 0.01%
834
258
$39.4K 0.01%
1,000
259
$39.4K 0.01%
382
260
$38.7K 0.01%
400
261
$38.5K 0.01%
900
262
$38.4K 0.01%
235
263
$38.1K 0.01%
450
264
$37.4K 0.01%
1,500
-250
265
$36.7K 0.01%
68
266
$36.2K 0.01%
210
267
$35.2K 0.01%
1,531
268
$34K 0.01%
1,727
269
$33.5K 0.01%
236
270
$33.4K 0.01%
218
271
$32.8K 0.01%
59
-3
272
$32.3K 0.01%
2,040
273
$32.2K 0.01%
264
-25
274
$31.6K 0.01%
91
-8
275
$29.9K 0.01%
400
9 10
11
12 13