FUBT
First United Bank & Trust Portfolio holdings
AUM
$308M
1-Year Est. Return
14.95%
1 Year Est. Return
+14.95%
AUM
$308M
AUM Growth
+$21.2M
(+7.4%)
Holding
429
Top Buys
| 1 | +$574K | |
| 2 | +$569K | |
| 3 | +$560K | |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$530K |
| 5 |
McKesson
MCK
|
+$483K |
Top Sells
| 1 | +$902K | |
| 2 | +$464K | |
| 3 | +$413K | |
| 4 |
VanEck High Yield Muni ETF
HYD
|
+$395K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
426
Lucid Motors
LCID
$4.19B
| – | – |
-50
|
|
||
427
Ingevity
NGVT
$2.18B
| – | – |
-45
|
|
||
428
PPG Industries
PPG
$23.1B
| – | – |
-2,768
|
|
||
429
Watsco Inc
WSO
$14.6B
| – | – |
-4
|
|