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
301
$18.9K 0.01%
+931
302
$18.7K 0.01%
+1,761
303
$18.4K 0.01%
+162
304
$18.2K 0.01%
+400
305
$17.5K 0.01%
+285
306
$17.4K 0.01%
+265
307
$17.4K 0.01%
+270
308
$17.4K 0.01%
+58
309
$16.9K 0.01%
+150
310
$16.8K 0.01%
+155
311
$16.1K 0.01%
+113
312
$15.6K 0.01%
+34
313
$15.4K 0.01%
+175
314
$15.3K 0.01%
+111
315
$15.1K 0.01%
+350
316
$15K 0.01%
+42
317
$15K 0.01%
+300
318
$14.8K 0.01%
+290
319
$14.3K 0.01%
+214
320
$14.1K 0.01%
+208
321
$14K 0.01%
+450
322
$13.2K 0.01%
+64
323
$12.9K 0.01%
+232
324
$12.8K 0.01%
+1,126
325
$12.4K 0.01%
+197