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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
301
$16.8K 0.01%
+637
302
$16.6K 0.01%
150
303
$16.5K 0.01%
790
304
$15.8K 0.01%
678
305
$15.5K 0.01%
40
306
$14.3K ﹤0.01%
50
307
$14.3K ﹤0.01%
+100
308
$14.3K ﹤0.01%
60
309
$14.2K ﹤0.01%
+728
310
$14.1K ﹤0.01%
33
+13
311
$14.1K ﹤0.01%
86
+20
312
$13.5K ﹤0.01%
+40
313
$13.4K ﹤0.01%
+490
314
$13.3K ﹤0.01%
+100
315
$12.8K ﹤0.01%
+100
316
$12.8K ﹤0.01%
141
+75
317
$12.7K ﹤0.01%
120
318
$12.3K ﹤0.01%
270
+129
319
$12K ﹤0.01%
+100
320
$11.4K ﹤0.01%
130
321
$11.3K ﹤0.01%
1,233
322
$11.3K ﹤0.01%
95
323
$11.2K ﹤0.01%
40
324
$10.7K ﹤0.01%
100
-50
325
$10.5K ﹤0.01%
140
11 12
13
14 15