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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
401
$2.23K ﹤0.01%
38
402
$2.23K ﹤0.01%
20
403
$2.17K ﹤0.01%
1,000
404
$2.12K ﹤0.01%
4
405
$2.08K ﹤0.01%
60
406
$2.05K ﹤0.01%
8
407
$1.9K ﹤0.01%
73
-25
408
$1.89K ﹤0.01%
+30
409
$1.82K ﹤0.01%
+50
410
$1.73K ﹤0.01%
100
411
$1.51K ﹤0.01%
66
-675
412
$1.5K ﹤0.01%
1
413
$1.44K ﹤0.01%
+33
414
$1.25K ﹤0.01%
70
415
$968 ﹤0.01%
+17
416
$801 ﹤0.01%
27
417
$785 ﹤0.01%
105
418
$279 ﹤0.01%
10
419
$48 ﹤0.01%
33
420
– –
-20
421
– –
-13
422
– –
-700
423
– –
-70
424
– –
-790
425
– –
-50
14 15 16
17
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