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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
376
$4.89K ﹤0.01%
+45
377
$4.4K ﹤0.01%
64
378
$4.19K ﹤0.01%
+25
379
$4.18K ﹤0.01%
285
380
$4.01K ﹤0.01%
401
381
$4.01K ﹤0.01%
220
382
$3.98K ﹤0.01%
627
383
$3.93K ﹤0.01%
22
384
$3.92K ﹤0.01%
+10
385
$3.87K ﹤0.01%
+30
386
$3.74K ﹤0.01%
29
387
$3.59K ﹤0.01%
300
388
$3.53K ﹤0.01%
+36
389
$3.42K ﹤0.01%
+927
390
$3.42K ﹤0.01%
+25
391
$3.25K ﹤0.01%
365
392
$3.15K ﹤0.01%
+5
393
$3.13K ﹤0.01%
100
394
$3.04K ﹤0.01%
+16
395
$2.8K ﹤0.01%
20
396
$2.75K ﹤0.01%
35
397
$2.69K ﹤0.01%
+50
398
$2.62K ﹤0.01%
25
399
$2.46K ﹤0.01%
100
400
$2.41K ﹤0.01%
+150
14 15
16
17 18