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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
251
$38.6K 0.01%
68
-16
252
$38.3K 0.01%
900
253
$37.6K 0.01%
840
-130
254
$37.4K 0.01%
775
-200
255
$37.2K 0.01%
170
256
$36.9K 0.01%
3,178
-882
257
$35.9K 0.01%
400
258
$35.8K 0.01%
845
259
$33.6K 0.01%
96
260
$32.7K 0.01%
1,750
261
$32.4K 0.01%
230
262
$32.3K 0.01%
152
263
$31.7K 0.01%
700
264
$29.5K 0.01%
277
-43
265
$29.1K 0.01%
1,440
266
$28.8K 0.01%
350
267
$28.8K 0.01%
345
-20
268
$28.7K 0.01%
675
-283
269
$28.2K 0.01%
640
-145
270
$28K 0.01%
415
271
$27.9K 0.01%
200
272
$27.7K 0.01%
1,125
+125
273
$26.8K 0.01%
800
-1,600
274
$26.4K 0.01%
465
+115
275
$25.9K 0.01%
115
9 10
11
12 13