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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
351
$7.38K ﹤0.01%
24
+16
352
$7.38K ﹤0.01%
+120
353
$7.11K ﹤0.01%
22
354
$7.05K ﹤0.01%
85
355
$7.03K ﹤0.01%
+20
356
$6.68K ﹤0.01%
62
+47
357
$6.59K ﹤0.01%
5
+3
358
$6.51K ﹤0.01%
40
359
$6.5K ﹤0.01%
25
360
$6.48K ﹤0.01%
100
361
$6.35K ﹤0.01%
20
362
$6.1K ﹤0.01%
100
363
$6.01K ﹤0.01%
80
364
$5.83K ﹤0.01%
105
365
$5.74K ﹤0.01%
20
366
$5.65K ﹤0.01%
143
+50
367
$5.59K ﹤0.01%
+60
368
$5.54K ﹤0.01%
16
369
$5.43K ﹤0.01%
500
370
$5.41K ﹤0.01%
180
371
$5.12K ﹤0.01%
38
372
$5.05K ﹤0.01%
+16
373
$4.97K ﹤0.01%
53
+34
374
$4.93K ﹤0.01%
+15
375
$4.9K ﹤0.01%
100
13 14
15
16 17