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
276
$26.9K 0.01%
+200
277
$26.3K 0.01%
+1,531
278
$26.2K 0.01%
+68
279
$25.8K 0.01%
+900
280
$25.6K 0.01%
+350
281
$25.5K 0.01%
+170
282
$24.7K 0.01%
+103
283
$24.5K 0.01%
+250
284
$24.3K 0.01%
+421
285
$24K 0.01%
+1,233
286
$23.9K 0.01%
+50
287
$23.3K 0.01%
+200
288
$22.9K 0.01%
+200
289
$22.3K 0.01%
+641
290
$21.7K 0.01%
+174
291
$21.4K 0.01%
+106
292
$20.6K 0.01%
+560
293
$20.6K 0.01%
+200
294
$20.2K 0.01%
+800
295
$20K 0.01%
+64
296
$19.9K 0.01%
+152
297
$19.9K 0.01%
+915
298
$19.9K 0.01%
+322
299
$19.6K 0.01%
+790
300
$19.2K 0.01%
+110