FUBT

First United Bank & Trust Portfolio holdings

AUM $313M
1-Year Est. Return 16.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.08%
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
+$694K
2
+$678K
3
+$455K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$419K
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$398K

Top Sells

1
+$660K
2
+$625K
3
+$571K
4
AAPL icon
Apple
AAPL
+$565K
5
EW icon
Edwards Lifesciences
EW
+$505K

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
401
– –
-983
402
– –
-1,500
403
– –
-2,721
404
– –
-60
405
– –
-2,974
406
– –
-111
13 14 15 16
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