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
351
$8.53K ﹤0.01%
+100
352
$8.47K ﹤0.01%
+89
353
$8.4K ﹤0.01%
+50
354
$8.36K ﹤0.01%
+716
355
$8.35K ﹤0.01%
+200
356
$8.17K ﹤0.01%
+300
357
$8.02K ﹤0.01%
+100
358
$7.84K ﹤0.01%
+99
359
$7.83K ﹤0.01%
+45
360
$7.66K ﹤0.01%
+106
361
$7.61K ﹤0.01%
+114
362
$7.42K ﹤0.01%
+100
363
$7.38K ﹤0.01%
+212
364
$7.23K ﹤0.01%
+327
365
$7.19K ﹤0.01%
+80
366
$7.08K ﹤0.01%
+86
367
$6.87K ﹤0.01%
+207
368
$6.84K ﹤0.01%
+400
369
$6.82K ﹤0.01%
+30
370
$6.77K ﹤0.01%
+25
371
$6.47K ﹤0.01%
+137
372
$6.26K ﹤0.01%
+100
373
$5.9K ﹤0.01%
+63
374
$5.76K ﹤0.01%
+118
375
$5.65K ﹤0.01%
+56
13 14
15
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