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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
326
$10.5K ﹤0.01%
+83
327
$10.3K ﹤0.01%
40
328
$10.2K ﹤0.01%
327
329
$10.1K ﹤0.01%
41
+25
330
$9.76K ﹤0.01%
400
331
$9.63K ﹤0.01%
493
332
$9.53K ﹤0.01%
270
333
$9.38K ﹤0.01%
252
334
$9.37K ﹤0.01%
+86
335
$9.23K ﹤0.01%
310
+90
336
$9.06K ﹤0.01%
100
337
$9.06K ﹤0.01%
200
338
$8.89K ﹤0.01%
35
+21
339
$8.88K ﹤0.01%
93
340
$8.75K ﹤0.01%
+50
341
$8.72K ﹤0.01%
125
342
$8.65K ﹤0.01%
45
343
$8.44K ﹤0.01%
100
344
$8.43K ﹤0.01%
110
+67
345
$8.23K ﹤0.01%
183
+80
346
$7.84K ﹤0.01%
200
+100
347
$7.72K ﹤0.01%
250
348
$7.65K ﹤0.01%
23
+15
349
$7.52K ﹤0.01%
29
+19
350
$7.5K ﹤0.01%
70
12 13
14
15 16