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
376
$5.32K ﹤0.01%
+22
377
$5.21K ﹤0.01%
+145
378
$5.17K ﹤0.01%
+20
379
$5.14K ﹤0.01%
+195
380
$5.13K ﹤0.01%
+700
381
$5.11K ﹤0.01%
+250
382
$4.99K ﹤0.01%
+67
383
$4.99K ﹤0.01%
+259
384
$4.95K ﹤0.01%
+80
385
$4.8K ﹤0.01%
+111
386
$4.68K ﹤0.01%
+25
387
$4.47K ﹤0.01%
+65
388
$4.32K ﹤0.01%
+120
389
$4.23K ﹤0.01%
+175
390
$4.09K ﹤0.01%
+32
391
$4.02K ﹤0.01%
+33
392
$4.01K ﹤0.01%
+38
393
$3.91K ﹤0.01%
+613
394
$3.81K ﹤0.01%
+74
395
$3.79K ﹤0.01%
+250
396
$3.74K ﹤0.01%
+180
397
$3.71K ﹤0.01%
+250
398
$3.12K ﹤0.01%
+40
399
$3.05K ﹤0.01%
+100
400
$3.03K ﹤0.01%
+70
14 15
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