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
$278M
AUM Growth
+$9.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
406
New
Increased
Reduced
Closed

Top Buys

1
+$724K
2
+$711K
3
+$478K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$435K
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$415K

Top Sells

1
+$730K
2
+$632K
3
+$589K
4
NUE icon
Nucor
NUE
+$571K
5
PNC icon
PNC Financial Services
PNC
+$503K

Sector Composition

1 Technology 14.07%
2 Financials 7.84%
3 Healthcare 6.33%
4 Consumer Discretionary 4.77%
5 Industrials 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$4.21K ﹤0.01%
65
352
$4.14K ﹤0.01%
180
353
$3.98K ﹤0.01%
220
354
$3.88K ﹤0.01%
20
355
$3.81K ﹤0.01%
8
356
$3.12K ﹤0.01%
80
357
$2.91K ﹤0.01%
100
358
$2.77K ﹤0.01%
8
359
$2.5K ﹤0.01%
365
360
$2.44K ﹤0.01%
30
361
$2.26K ﹤0.01%
20
362
$2.23K ﹤0.01%
35
363
$2.06K ﹤0.01%
100
364
$2.05K ﹤0.01%
100
365
$2.02K ﹤0.01%
20
366
$1.96K ﹤0.01%
20
367
$1.76K ﹤0.01%
50
368
$1.68K ﹤0.01%
60
369
$1.4K ﹤0.01%
150
370
$1.39K ﹤0.01%
20
-56
371
$1.1K ﹤0.01%
70
372
$1.07K ﹤0.01%
150
373
$929 ﹤0.01%
105
374
$827 ﹤0.01%
27
375
$781 ﹤0.01%
37
13 14
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16 17