We are live on ! Find out more
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
276
$25.8K 0.01%
190
+25
277
$25.3K 0.01%
60
278
$25.3K 0.01%
350
279
$25.1K 0.01%
275
280
$24.7K 0.01%
425
281
$24.4K 0.01%
105
282
$24.2K 0.01%
500
283
$24K 0.01%
860
+400
284
$23.6K 0.01%
160
285
$22.4K 0.01%
175
-25
286
$21.8K 0.01%
+167
287
$21.6K 0.01%
65
+40
288
$21.5K 0.01%
1,800
-200
289
$21.4K 0.01%
132
+26
290
$21.2K 0.01%
190
+40
291
$21K 0.01%
150
-20
292
$20.8K 0.01%
59
-27
293
$20.7K 0.01%
600
294
$20.5K 0.01%
175
295
$19K 0.01%
265
296
$18.8K 0.01%
100
297
$18K 0.01%
175
298
$17.9K 0.01%
200
299
$17.2K 0.01%
+4
300
$17K 0.01%
90
10 11
12
13 14