FUBT

First United Bank & Trust Portfolio holdings

AUM $313M
1-Year Est. Return 16.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.08%
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
+$694K
2
+$678K
3
+$455K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$419K
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$398K

Top Sells

1
+$660K
2
+$625K
3
+$571K
4
AAPL icon
Apple
AAPL
+$565K
5
EW icon
Edwards Lifesciences
EW
+$505K

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
276
$21.6K 0.01%
560
277
$21.5K 0.01%
200
278
$21K 0.01%
150
279
$21K 0.01%
931
280
$20.7K 0.01%
42
281
$20.4K 0.01%
187
-77
282
$20.4K 0.01%
350
283
$20.2K 0.01%
175
284
$20K 0.01%
130
-15
285
$19.5K 0.01%
150
286
$19.1K 0.01%
113
287
$18.8K 0.01%
600
288
$17.5K 0.01%
265
289
$17.2K 0.01%
200
290
$15.8K 0.01%
80
-2
291
$15.8K 0.01%
135
292
$15.7K 0.01%
90
293
$15K 0.01%
160
-16
294
$14.6K 0.01%
790
295
$14.3K 0.01%
537
+28
296
$13.8K ﹤0.01%
64
297
$13.6K ﹤0.01%
130
298
$13.5K ﹤0.01%
535
299
$13.5K ﹤0.01%
190
-80
300
$13.2K ﹤0.01%
115
10 11
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