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
251
$31.3K 0.01%
244
252
$30.4K 0.01%
170
253
$30.2K 0.01%
450
254
$29.3K 0.01%
900
255
$29.1K 0.01%
1,000
256
$28.9K 0.01%
1,440
-287
257
$27.3K 0.01%
350
258
$27K 0.01%
200
259
$26.6K 0.01%
110
260
$26.3K 0.01%
200
261
$26.1K 0.01%
570
262
$25.9K 0.01%
415
263
$25.8K 0.01%
96
-2,356
264
$24.8K 0.01%
50
-12
265
$24.5K 0.01%
96
-66
266
$24.1K 0.01%
170
-4
267
$23.6K 0.01%
73
268
$23.6K 0.01%
267
269
$23.4K 0.01%
800
270
$23.4K 0.01%
106
271
$23K 0.01%
200
-30
272
$23K 0.01%
50
273
$22.9K 0.01%
805
-110
274
$21.8K 0.01%
2,060
275
$21.6K 0.01%
1,233
9 10
11
12 13